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
+$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
426
$24K ﹤0.01%
342
+88
427
$24K ﹤0.01%
2,286
428
$24K ﹤0.01%
1,250
429
$24K ﹤0.01%
256
-84
430
$24K ﹤0.01%
2,192
431
$24K ﹤0.01%
85
-24
432
$24K ﹤0.01%
452
+3
433
$24K ﹤0.01%
800
434
$24K ﹤0.01%
499
435
$23K ﹤0.01%
328
436
$23K ﹤0.01%
176
437
$23K ﹤0.01%
84
+7
438
$23K ﹤0.01%
+1,400
439
$23K ﹤0.01%
336
440
$23K ﹤0.01%
256
441
$22K ﹤0.01%
+300
442
$22K ﹤0.01%
470
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443
$22K ﹤0.01%
479
444
$22K ﹤0.01%
187
-258
445
$22K ﹤0.01%
+638
446
$22K ﹤0.01%
240
447
$22K ﹤0.01%
1,284
448
$22K ﹤0.01%
79
+5
449
$22K ﹤0.01%
74
+13
450
$22K ﹤0.01%
+276
16 17
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