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
$598M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$43.5M
3
+$11.3M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.23M

Top Sells

1
+$13.1M
2
+$1.49M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$1.22M
5
LIDR icon
AEye
LIDR
+$1.04M

Sector Composition

1 Consumer Staples 11.75%
2 Consumer Discretionary 6.37%
3 Healthcare 5.72%
4 Technology 4.35%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$67K 0.01%
862
-620
277
$66K 0.01%
501
+17
278
$66K 0.01%
1,174
+3
279
$66K 0.01%
382
+46
280
$65K 0.01%
318
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281
$64K 0.01%
1,156
+982
282
$64K 0.01%
1,047
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283
$60K 0.01%
947
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284
$60K 0.01%
3,064
-576
285
$60K 0.01%
3,830
+1,352
286
$59K 0.01%
1,233
287
$59K 0.01%
1,844
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288
$59K 0.01%
1,000
289
$58K 0.01%
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290
$58K 0.01%
56,165
291
$58K 0.01%
219
292
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293
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294
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295
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296
$57K 0.01%
393
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297
$56K 0.01%
1,947
298
$56K 0.01%
403
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299
$56K 0.01%
1,012
+33
300
$56K 0.01%
+2,100
10 11
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