PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$21.5M
3
+$1.26M
4
V icon
Visa
V
+$768K
5
META icon
Meta Platforms (Facebook)
META
+$562K

Top Sells

1
+$9.16M
2
+$2.85M
3
+$2.21M
4
AVGO icon
Broadcom
AVGO
+$434K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$426K

Sector Composition

1 Technology 4.76%
2 Financials 2.04%
3 Healthcare 1.88%
4 Consumer Staples 1.67%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$564K 0.06%
979
+353
77
$559K 0.06%
5,468
-1,304
78
$544K 0.05%
21,576
+5,840
79
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8,911
80
$519K 0.05%
2,560
-494
81
$518K 0.05%
7,024
82
$461K 0.05%
7,210
+192
83
$459K 0.05%
4,957
-1,951
84
$456K 0.05%
1,534
85
$453K 0.05%
2,301
86
$449K 0.04%
3,499
-112
87
$442K 0.04%
20,634
-138
88
$437K 0.04%
1,904
-27
89
$426K 0.04%
3,595
+344
90
$422K 0.04%
1,977
-151
91
$417K 0.04%
3,281
-146
92
$409K 0.04%
2,500
93
$409K 0.04%
2,009
-21
94
$408K 0.04%
1,721
-12
95
$399K 0.04%
6,722
96
$396K 0.04%
1,636
-228
97
$396K 0.04%
1,841
-871
98
$395K 0.04%
3,591
+599
99
$394K 0.04%
1,746
+40
100
$390K 0.04%
3,412
-50
2 3
4
5 6