PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
501
$17K ﹤0.01%
285
-137
502
$17K ﹤0.01%
+346
503
$17K ﹤0.01%
180
+26
504
$17K ﹤0.01%
+2,000
505
$17K ﹤0.01%
8
506
$16K ﹤0.01%
595
507
$16K ﹤0.01%
483
+3
508
$16K ﹤0.01%
33
+10
509
$16K ﹤0.01%
700
510
$16K ﹤0.01%
87
+8
511
$16K ﹤0.01%
62
512
$16K ﹤0.01%
+558
513
$16K ﹤0.01%
320
-71
514
$16K ﹤0.01%
95
515
$16K ﹤0.01%
686
+23
516
$16K ﹤0.01%
+100
517
$16K ﹤0.01%
+424
518
$15K ﹤0.01%
63
519
$15K ﹤0.01%
650
520
$15K ﹤0.01%
+3,300
521
$15K ﹤0.01%
132
-10
522
$15K ﹤0.01%
214
+14
523
$15K ﹤0.01%
65
524
$15K ﹤0.01%
+888
525
$15K ﹤0.01%
450
19 20
21
22 23