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
326
$44K 0.01%
923
+19
327
$44K 0.01%
915
+50
328
$44K 0.01%
264
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330
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$43K 0.01%
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332
$43K 0.01%
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333
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$42K 0.01%
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335
$42K 0.01%
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336
$42K 0.01%
4,170
337
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1,610
338
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3,018
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339
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340
$41K 0.01%
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341
$41K 0.01%
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342
$40K 0.01%
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343
$40K 0.01%
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346
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347
$38K 0.01%
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348
$38K 0.01%
4,284
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349
$38K 0.01%
+2,838
350
$37K 0.01%
773
12 13
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