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
151
$255K 0.02%
8,822
-875
152
$253K 0.02%
3,333
+446
153
$253K 0.02%
487
+383
154
$253K 0.02%
488
-31
155
$249K 0.02%
2,957
-689
156
$248K 0.02%
392
-6
157
$246K 0.02%
16,375
158
$246K 0.02%
1,895
-373
159
$245K 0.02%
1,616
+218
160
$237K 0.02%
2,683
+1,069
161
$237K 0.02%
2,935
162
$236K 0.02%
8,391
-2,049
163
$232K 0.02%
1,700
-3,768
164
$231K 0.02%
2,976
-229
165
$229K 0.02%
7,751
+6,797
166
$229K 0.02%
811
167
$228K 0.02%
3,635
168
$226K 0.02%
10,194
169
$226K 0.02%
1,708
-360
170
$222K 0.02%
1,630
+555
171
$221K 0.02%
+804
172
$217K 0.02%
9,251
+705
173
$217K 0.02%
3,335
174
$214K 0.02%
5,388
-518
175
$213K 0.02%
1,981
5 6
7
8 9