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
201
$145K 0.01%
327
+12
202
$145K 0.01%
1,494
-130
203
$143K 0.01%
2,198
204
$141K 0.01%
1,190
205
$140K 0.01%
3,152
206
$137K 0.01%
1,000
-50
207
$136K 0.01%
2,750
208
$136K 0.01%
1,523
209
$136K 0.01%
201
210
$134K 0.01%
2,877
211
$133K 0.01%
6,900
+3,808
212
$130K 0.01%
824
213
$128K 0.01%
3,518
-2,169
214
$128K 0.01%
441
-35
215
$127K 0.01%
1,075
216
$126K 0.01%
322
217
$125K 0.01%
2,315
218
$124K 0.01%
557
+15
219
$123K 0.01%
832
220
$122K 0.01%
1,614
-22
221
$120K 0.01%
7,075
222
$120K 0.01%
525
-2
223
$120K 0.01%
2,255
+25
224
$119K 0.01%
464
+66
225
$119K 0.01%
451
7 8
9
10 11