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
126
$299K 0.03%
5,635
+60
127
$298K 0.03%
4,678
+27
128
$290K 0.03%
1,475
+1,250
129
$289K 0.03%
1,692
+1,068
130
$289K 0.03%
519
-16
131
$287K 0.03%
3,646
-1,368
132
$286K 0.03%
1,964
+77
133
$286K 0.03%
3,940
-453
134
$286K 0.03%
4,879
+451
135
$285K 0.03%
2,533
+313
136
$285K 0.03%
4,717
137
$283K 0.03%
8,764
+2,674
138
$276K 0.03%
22,002
139
$274K 0.03%
3,113
-71
140
$271K 0.03%
9,697
-1,652
141
$271K 0.03%
10,440
+4,533
142
$267K 0.03%
1,100
143
$265K 0.03%
8,546
+1,000
144
$263K 0.03%
853
+248
145
$262K 0.03%
2,268
146
$259K 0.03%
2,808
147
$259K 0.03%
10,831
148
$259K 0.03%
2,669
149
$258K 0.03%
5,045
+474
150
$255K 0.03%
1,872
4 5
6
7 8