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
$845M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$5.17M
3
+$2.05M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$714K

Top Sells

1
+$3.75M
2
+$2.27M
3
+$933K
4
AAPL icon
Apple
AAPL
+$772K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$610K

Sector Composition

1 Consumer Staples 9.05%
2 Healthcare 5.35%
3 Consumer Discretionary 4.96%
4 Technology 4.35%
5 Financials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.02%
2,570
+243
152
$201K 0.02%
3,338
-247
153
$200K 0.02%
1,741
154
$199K 0.02%
1,498
155
$197K 0.02%
4,034
-195
156
$197K 0.02%
5,979
+285
157
$197K 0.02%
387
158
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-464
159
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1,068
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160
$192K 0.02%
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161
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162
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163
$187K 0.02%
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+2,000
164
$186K 0.02%
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165
$185K 0.02%
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166
$184K 0.02%
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167
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170
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171
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794
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$173K 0.02%
3,643
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173
$173K 0.02%
7,944
174
$171K 0.02%
1,970
+120
175
$170K 0.02%
303
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