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
176
$213K 0.02%
1,902
+379
177
$210K 0.02%
504
-24
178
$209K 0.02%
+12,722
179
$208K 0.02%
1,722
180
$202K 0.02%
326
-24
181
$197K 0.02%
541
182
$196K 0.02%
4,703
+528
183
$194K 0.02%
1,021
184
$193K 0.02%
2,700
185
$190K 0.02%
1,363
186
$190K 0.02%
2,106
+912
187
$187K 0.02%
1,123
188
$186K 0.02%
4,119
-161
189
$184K 0.02%
7,686
190
$183K 0.02%
2,053
+13
191
$182K 0.02%
2,892
-886
192
$181K 0.02%
+3,474
193
$181K 0.02%
553
-300
194
$180K 0.02%
719
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195
$177K 0.02%
2,688
-120
196
$177K 0.02%
1,026
197
$175K 0.01%
635
-465
198
$172K 0.01%
387
199
$171K 0.01%
2,382
+184
200
$170K 0.01%
1,868
+7
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8
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