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PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.54M
3
+$3.84M
4
IAU icon
iShares Gold Trust
IAU
+$1.74M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.18M

Top Sells

1
+$63.6M
2
+$3.68M
3
+$2.54M
4
NVDA icon
NVIDIA
NVDA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 2.04%
2 Financials 1.05%
3 Consumer Discretionary 0.83%
4 Healthcare 0.83%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WPM icon
301
Wheaton Precious Metals
WPM
$51.4B
$59K ﹤0.01%
502
CRM icon
302
Salesforce
CRM
$123B
$58.9K ﹤0.01%
222
+12
PHM icon
303
Pultegroup
PHM
$25.9B
$58.6K ﹤0.01%
500
SCHH icon
304
Schwab US REIT ETF
SCHH
$10.2B
$57.8K ﹤0.01%
+2,765
CRWD icon
305
CrowdStrike
CRWD
$173B
$57.7K ﹤0.01%
123
+7
AFL icon
306
Aflac
AFL
$60.2B
$57.6K ﹤0.01%
522
-1,268
FENI icon
307
Fidelity Enhanced International ETF
FENI
$9.92B
$57.4K ﹤0.01%
1,569
EL icon
308
Estee Lauder
EL
$29.5B
$57.2K ﹤0.01%
546
MDT icon
309
Medtronic
MDT
$103B
$56.6K ﹤0.01%
589
-4
CMI icon
310
Cummins
CMI
$100B
$56.1K ﹤0.01%
110
+8
ENB icon
311
Enbridge
ENB
$123B
$56K ﹤0.01%
1,170
VRSK icon
312
Verisk Analytics
VRSK
$23.2B
$55.9K ﹤0.01%
250
MRSH
313
Marsh
MRSH
$78.2B
$55.7K ﹤0.01%
300
-12
HSY icon
314
Hershey
HSY
$35.8B
$54.6K ﹤0.01%
300
-95
COLB icon
315
Columbia Banking Systems
COLB
$9.28B
$54.4K ﹤0.01%
1,947
SAIC icon
316
Saic
SAIC
$4.51B
$54.1K ﹤0.01%
537
GNTX icon
317
Gentex
GNTX
$5.49B
$53.5K ﹤0.01%
2,300
VGK icon
318
Vanguard FTSE Europe ETF
VGK
$29.7B
$53.5K ﹤0.01%
640
-67
FDX icon
319
FedEx
FDX
$78.6B
$52.9K ﹤0.01%
183
EA icon
320
Electronic Arts
EA
$51.3B
$52.7K ﹤0.01%
258
MDYG icon
321
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.99B
$52.5K ﹤0.01%
568
IXN icon
322
iShares Global Tech ETF
IXN
$9.15B
$51.5K ﹤0.01%
490
AEM icon
323
Agnico Eagle Mines
AEM
$78.1B
$50.9K ﹤0.01%
300
NOK icon
324
Nokia
NOK
$78B
$50.5K ﹤0.01%
7,800
CVS icon
325
CVS Health
CVS
$134B
$50.4K ﹤0.01%
635
-27
11 12
13
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