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
101
$385K 0.04%
2,116
-108
102
$377K 0.04%
85,284
103
$369K 0.04%
2,528
-156
104
$363K 0.04%
9,750
105
$357K 0.04%
2,223
-22
106
$353K 0.04%
1,060
+100
107
$353K 0.04%
1,617
+32
108
$348K 0.03%
1,540
+11
109
$347K 0.03%
786
+110
110
$342K 0.03%
11,798
111
$339K 0.03%
1,611
-10
112
$337K 0.03%
7,095
-300
113
$334K 0.03%
3,328
114
$332K 0.03%
1,059
115
$331K 0.03%
1,673
-420
116
$328K 0.03%
26,185
-11,973
117
$327K 0.03%
1,524
118
$322K 0.03%
2,925
119
$321K 0.03%
4,136
-87
120
$320K 0.03%
2,128
-102
121
$316K 0.03%
4,456
122
$314K 0.03%
4,632
-186
123
$310K 0.03%
1,340
-42
124
$305K 0.03%
2,524
125
$304K 0.03%
6,920
-285
3 4
5
6 7