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
526
$15K ﹤0.01%
200
527
$15K ﹤0.01%
+1,100
528
$15K ﹤0.01%
+100
529
$15K ﹤0.01%
631
530
$15K ﹤0.01%
+207
531
$15K ﹤0.01%
400
532
$14K ﹤0.01%
375
+225
533
$14K ﹤0.01%
133
534
$14K ﹤0.01%
93
535
$14K ﹤0.01%
+866
536
$14K ﹤0.01%
+30
537
$14K ﹤0.01%
+250
538
$14K ﹤0.01%
+1,492
539
$14K ﹤0.01%
149
-300
540
$14K ﹤0.01%
1,050
541
$14K ﹤0.01%
807
+669
542
$14K ﹤0.01%
1,000
543
$14K ﹤0.01%
74
544
$14K ﹤0.01%
814
545
$14K ﹤0.01%
200
546
$14K ﹤0.01%
+2,915
547
$14K ﹤0.01%
+1,646
548
$14K ﹤0.01%
202
549
$13K ﹤0.01%
860
+713
550
$13K ﹤0.01%
133
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