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
601
$10K ﹤0.01%
+146
602
$10K ﹤0.01%
528
603
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149
604
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66
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605
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320
606
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+173
607
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275
+24
608
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225
609
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219
610
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+100
611
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343
+7
612
$10K ﹤0.01%
651
613
$10K ﹤0.01%
126
614
$10K ﹤0.01%
371
615
$9K ﹤0.01%
55
616
$9K ﹤0.01%
73
617
$9K ﹤0.01%
247
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618
$9K ﹤0.01%
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619
$9K ﹤0.01%
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620
$9K ﹤0.01%
149
+100
621
$9K ﹤0.01%
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622
$9K ﹤0.01%
+185
623
$9K ﹤0.01%
1,000
624
$9K ﹤0.01%
155
625
$9K ﹤0.01%
42
+29
23 24
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