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
51
$855K 0.14%
18,905
-10
52
$825K 0.14%
12,576
+164
53
$792K 0.13%
4,677
+1,173
54
$784K 0.13%
5,552
+305
55
$774K 0.13%
9,991
+3,962
56
$749K 0.13%
7,365
-1,410
57
$749K 0.13%
3,333
+14
58
$736K 0.12%
7,455
+4,368
59
$715K 0.12%
11,514
+5,035
60
$708K 0.12%
17,613
-1,125
61
$648K 0.11%
9,272
-494
62
$635K 0.11%
41,900
-2,930
63
$634K 0.11%
6,714
-149
64
$633K 0.11%
4,411
-30
65
$613K 0.1%
3,639
-1,926
66
$608K 0.1%
16,245
+5,386
67
$608K 0.1%
1,470
-116
68
$607K 0.1%
11,617
+814
69
$600K 0.1%
+19,002
70
$586K 0.1%
8,685
-623
71
$583K 0.1%
5,731
+293
72
$558K 0.09%
4,234
-4
73
$552K 0.09%
6,053
-88
74
$549K 0.09%
8,725
+550
75
$529K 0.09%
2,174
-139
1 2
3
4 5