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
$1.17B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$10.5M
3
+$1.71M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M
5
AAPL icon
Apple
AAPL
+$673K

Top Sells

1
+$2.33M
2
+$1.53M
3
+$1.3M
4
NVDA icon
NVIDIA
NVDA
+$1.3M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$769K

Sector Composition

1 Technology 4.27%
2 Financials 2.02%
3 Healthcare 1.63%
4 Consumer Staples 1.53%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.03%
4,938
+482
102
$388K 0.03%
2,223
103
$384K 0.03%
1,617
104
$383K 0.03%
9,750
105
$383K 0.03%
978
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106
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1,524
107
$375K 0.03%
2,303
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108
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4,136
109
$373K 0.03%
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-308
110
$372K 0.03%
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111
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+5,860
112
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2,972
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113
$360K 0.03%
3,417
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114
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115
$357K 0.03%
2,128
116
$355K 0.03%
7,139
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117
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2,624
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118
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119
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1,059
120
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11,798
121
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122
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1,911
+219
123
$332K 0.03%
1,504
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124
$324K 0.03%
5,635
125
$317K 0.03%
2,793
-11,487
3 4
5
6 7