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
501
$17K ﹤0.01%
500
+131
502
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322
-271
503
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+500
504
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169
505
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+2,805
506
$16K ﹤0.01%
483
+3
507
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33
+10
508
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700
509
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87
+8
510
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62
511
$16K ﹤0.01%
+558
512
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320
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513
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95
514
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686
+23
515
$16K ﹤0.01%
+100
516
$16K ﹤0.01%
+424
517
$16K ﹤0.01%
595
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
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