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
176
$200K 0.02%
16,375
177
$199K 0.02%
387
178
$197K 0.02%
528
+24
179
$193K 0.02%
3,205
180
$189K 0.02%
2,700
181
$185K 0.02%
1,722
182
$181K 0.02%
1,363
183
$172K 0.02%
7,686
-330
184
$171K 0.02%
1,123
-2
185
$169K 0.02%
2,935
186
$166K 0.02%
4,280
187
$164K 0.02%
2,040
188
$164K 0.02%
23,052
189
$163K 0.02%
4,175
+1,604
190
$163K 0.02%
1,021
+92
191
$162K 0.02%
196
192
$156K 0.02%
899
-16
193
$156K 0.02%
+541
194
$154K 0.02%
1,549
195
$152K 0.02%
1,861
196
$150K 0.02%
3,170
+400
197
$150K 0.02%
5,652
198
$148K 0.01%
4,213
-637
199
$147K 0.01%
971
200
$147K 0.01%
11,121
+401
6 7
8
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