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
551
$13K ﹤0.01%
150
-88
552
$13K ﹤0.01%
310
553
$13K ﹤0.01%
300
554
$13K ﹤0.01%
1,345
+45
555
$13K ﹤0.01%
+2,551
556
$13K ﹤0.01%
+430
557
$13K ﹤0.01%
+580
558
$12K ﹤0.01%
1,191
-67
559
$12K ﹤0.01%
69
+4
560
$12K ﹤0.01%
69
-47
561
$12K ﹤0.01%
508
562
$12K ﹤0.01%
1,346
563
$12K ﹤0.01%
+150
564
$12K ﹤0.01%
+102
565
$12K ﹤0.01%
+2,000
566
$12K ﹤0.01%
500
567
$12K ﹤0.01%
188
568
$12K ﹤0.01%
200
569
$12K ﹤0.01%
+134
570
$12K ﹤0.01%
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571
$12K ﹤0.01%
330
572
$12K ﹤0.01%
1,000
573
$12K ﹤0.01%
+676
574
$12K ﹤0.01%
628
-598
575
$12K ﹤0.01%
972
-1,650
21 22
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