PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
-11.73%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$598M
AUM Growth
+$62.9M
(+12%)
Cap. Flow
+$137M
Cap. Flow
% of AUM
22.92%
Top 10 Holdings %
Top 10 Hldgs %
74.17%
Holding
1,094
New
259
Increased
262
Reduced
172
Closed
76
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$91.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$43.5M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$11.3M |
| 4 |
Vanguard Extended Market ETF
VXF
|
$4.66M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$1.23M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13.1M |
| 2 |
PepsiCo
PEP
|
$1.49M |
| 3 |
Stryker
SYK
|
$1.23M |
| 4 |
Apple
AAPL
|
$1.22M |
| 5 |
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% |
