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
476
$19K ﹤0.01%
2,000
477
$19K ﹤0.01%
609
-1,157
478
$19K ﹤0.01%
226
479
$19K ﹤0.01%
1,155
+14
480
$19K ﹤0.01%
+2,500
481
$18K ﹤0.01%
95
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482
$18K ﹤0.01%
39
483
$18K ﹤0.01%
510
484
$18K ﹤0.01%
274
-50
485
$18K ﹤0.01%
524
+1
486
$18K ﹤0.01%
247
-482
487
$18K ﹤0.01%
476
+5
488
$18K ﹤0.01%
269
489
$18K ﹤0.01%
300
490
$18K ﹤0.01%
100
491
$18K ﹤0.01%
519
+10
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$18K ﹤0.01%
1,211
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493
$18K ﹤0.01%
129
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494
$17K ﹤0.01%
8
495
$17K ﹤0.01%
+2,000
496
$17K ﹤0.01%
180
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497
$17K ﹤0.01%
+346
498
$17K ﹤0.01%
285
-137
499
$17K ﹤0.01%
954
500
$17K ﹤0.01%
+6,050
18 19
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