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
651
$8K ﹤0.01%
169
652
$8K ﹤0.01%
31
-80
653
$7K ﹤0.01%
+174
654
$7K ﹤0.01%
+460
655
$7K ﹤0.01%
250
656
$7K ﹤0.01%
132
+33
657
$7K ﹤0.01%
264
658
$7K ﹤0.01%
+625
659
$7K ﹤0.01%
200
660
$7K ﹤0.01%
+55
661
$7K ﹤0.01%
84
+70
662
$7K ﹤0.01%
253
-290
663
$7K ﹤0.01%
293
+275
664
$7K ﹤0.01%
219
665
$7K ﹤0.01%
104
666
$7K ﹤0.01%
+182
667
$7K ﹤0.01%
138
668
$7K ﹤0.01%
120
669
$7K ﹤0.01%
+203
670
$7K ﹤0.01%
72
+29
671
$6K ﹤0.01%
+39
672
$6K ﹤0.01%
+79
673
$6K ﹤0.01%
126
674
$6K ﹤0.01%
46
675
$6K ﹤0.01%
+9