PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
+$92.2M
2
+$47.3M
3
+$12.3M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$5.17M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$14.3M
2
+$1.51M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.35M
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
401
$28K ﹤0.01%
+257
402
$28K ﹤0.01%
125
+35
403
$28K ﹤0.01%
777
+110
404
$28K ﹤0.01%
336
+66
405
$27K ﹤0.01%
590
406
$27K ﹤0.01%
255
407
$27K ﹤0.01%
422
-144
408
$27K ﹤0.01%
950
409
$27K ﹤0.01%
308
-512
410
$27K ﹤0.01%
527
+63
411
$26K ﹤0.01%
229
+50
412
$26K ﹤0.01%
288
+133
413
$26K ﹤0.01%
127
414
$26K ﹤0.01%
1,928
+113
415
$26K ﹤0.01%
755
+52
416
$26K ﹤0.01%
+2,075
417
$26K ﹤0.01%
274
418
$25K ﹤0.01%
100
-3
419
$25K ﹤0.01%
649
+5
420
$25K ﹤0.01%
704
421
$25K ﹤0.01%
63
+5
422
$25K ﹤0.01%
690
-240
423
$24K ﹤0.01%
430
424
$24K ﹤0.01%
85
-24
425
$24K ﹤0.01%
256
-84
15 16
17
18 19