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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
$1.58B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.54M
3
+$3.84M
4
IAU icon
iShares Gold Trust
IAU
+$1.74M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.18M

Top Sells

1
+$63.6M
2
+$3.68M
3
+$2.54M
4
NVDA icon
NVIDIA
NVDA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 2.04%
2 Financials 1.05%
3 Consumer Discretionary 0.83%
4 Healthcare 0.83%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHD icon
526
Church & Dwight Co
CHD
$23.3B
$12.7K ﹤0.01%
151
-5
BNDX icon
527
Vanguard Total International Bond ETF
BNDX
$82.4B
$12.5K ﹤0.01%
+259
DELL icon
528
Dell
DELL
$265B
$12.5K ﹤0.01%
99
QXO
529
QXO Inc
QXO
$13.1B
$12.4K ﹤0.01%
642
METV icon
530
Roundhill Ball Metaverse ETF
METV
$206M
$12.2K ﹤0.01%
648
+1
LZ icon
531
LegalZoom.com
LZ
$984M
$11.8K ﹤0.01%
+1,185
ATEN icon
532
A10 Networks
ATEN
$2.5B
$11.8K ﹤0.01%
+665
GNRC icon
533
Generac Holdings
GNRC
$17.4B
$11.7K ﹤0.01%
86
+4
FNDE icon
534
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.18B
$11.7K ﹤0.01%
324
STLA icon
535
Stellantis
STLA
$16.6B
$11.7K ﹤0.01%
1,072
VPU
536
Vanguard Utilities ETF
VPU
$8.79B
$11.7K ﹤0.01%
63
GIS icon
537
General Mills
GIS
$18.9B
$11.6K ﹤0.01%
250
-421
DXCM icon
538
DexCom
DXCM
$26.5B
$11.6K ﹤0.01%
175
FIBK icon
539
First Interstate BancSystem
FIBK
$3.73B
$11.6K ﹤0.01%
+335
BXMT icon
540
Blackstone Mortgage Trust
BXMT
$2.93B
$11.6K ﹤0.01%
+605
TSM icon
541
TSMC
TSM
$2.26T
$11.5K ﹤0.01%
38
-765
VRRM icon
542
Verra Mobility
VRRM
$636M
$11.4K ﹤0.01%
+510
BP icon
543
BP
BP
$97.1B
$11.4K ﹤0.01%
328
CVCO icon
544
Cavco Industries
CVCO
$4.69B
$11.2K ﹤0.01%
+19
PDP icon
545
Invesco Dorsey Wright Momentum ETF
PDP
$1.65B
$11.2K ﹤0.01%
96
ILCG icon
546
iShares Morningstar Growth ETF
ILCG
$3.11B
$11.1K ﹤0.01%
107
GRBK icon
547
Green Brick Partners
GRBK
$3.45B
$11K ﹤0.01%
+175
NXPI icon
548
NXP Semiconductors
NXPI
$75.4B
$10.8K ﹤0.01%
50
ITA icon
549
iShares US Aerospace & Defense ETF
ITA
$14.1B
$10.7K ﹤0.01%
50
NRP icon
550
Natural Resource Partners
NRP
$1.32B
$10.4K ﹤0.01%
100
20 21
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