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
$833M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.78M
3
+$3.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$375K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$311K

Top Sells

1
+$1.47M
2
+$290K
3
+$281K
4
AAPL icon
Apple
AAPL
+$273K
5
ARKK icon
ARK Innovation ETF
ARKK
+$251K

Sector Composition

1 Consumer Staples 8.43%
2 Healthcare 4.92%
3 Consumer Discretionary 4.74%
4 Technology 4%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$188K 0.02%
3,205
152
$186K 0.02%
1,246
+42
153
$185K 0.02%
7,830
+1,221
154
$184K 0.02%
3,282
-56
155
$184K 0.02%
7,006
156
$181K 0.02%
355
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157
$181K 0.02%
2,386
-184
158
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159
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-324
160
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161
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162
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2,869
163
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5,208
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164
$169K 0.02%
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-216
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443
-164
166
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2,430
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167
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2,169
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169
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170
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171
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172
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683
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173
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1,026
174
$158K 0.02%
629
175
$158K 0.02%
2,455
-395
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7
8 9