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
126
$315K 0.03%
+12,227
127
$312K 0.03%
2,606
+73
128
$312K 0.03%
22,002
129
$307K 0.03%
2,807
-118
130
$305K 0.03%
1,872
131
$303K 0.03%
1,967
+3
132
$297K 0.03%
1,573
+76
133
$294K 0.03%
3,766
-174
134
$292K 0.02%
3,172
+59
135
$291K 0.02%
8,485
-279
136
$289K 0.02%
4,584
-295
137
$282K 0.02%
4,717
138
$278K 0.02%
2,669
139
$275K 0.02%
3,150
140
$274K 0.02%
4,842
-1,880
141
$272K 0.02%
25,805
-380
142
$270K 0.02%
3,224
-400
143
$267K 0.02%
1,395
144
$265K 0.02%
3,453
145
$263K 0.02%
1,314
146
$262K 0.02%
5,045
147
$260K 0.02%
250
148
$258K 0.02%
288
+8
149
$257K 0.02%
10,831
150
$256K 0.02%
629
4 5
6
7 8