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
151
$252K 0.03%
1,395
152
$250K 0.03%
2,068
+165
153
$249K 0.02%
3,624
154
$243K 0.02%
3,453
+153
155
$242K 0.02%
629
156
$240K 0.02%
1,314
-61
157
$238K 0.02%
1,497
-389
158
$235K 0.02%
5,906
+1,729
159
$230K 0.02%
350
+6
160
$226K 0.02%
250
161
$224K 0.02%
3,150
162
$223K 0.02%
3,778
+155
163
$220K 0.02%
280
164
$218K 0.02%
664
165
$218K 0.02%
3,165
166
$217K 0.02%
2,793
+1,041
167
$216K 0.02%
811
-222
168
$214K 0.02%
10,194
-471
169
$210K 0.02%
1,398
+240
170
$209K 0.02%
3,635
-591
171
$205K 0.02%
1,026
172
$204K 0.02%
3,335
173
$203K 0.02%
1,981
-326
174
$202K 0.02%
2,887
+3
175
$201K 0.02%
398
+6
5 6
7
8 9