PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
+$92.2M
2
+$47.3M
3
+$12.3M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$5.17M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.36M

Top Sells

1
+$14.3M
2
+$1.51M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.35M
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
726
$5K ﹤0.01%
+15
727
$5K ﹤0.01%
+42
728
$4K ﹤0.01%
45
729
$4K ﹤0.01%
66
730
$4K ﹤0.01%
+93
731
$4K ﹤0.01%
15
732
$4K ﹤0.01%
+21
733
$4K ﹤0.01%
+95
734
$4K ﹤0.01%
90
735
$4K ﹤0.01%
+62
736
$4K ﹤0.01%
1,135
737
$4K ﹤0.01%
+15
738
$4K ﹤0.01%
69
739
$4K ﹤0.01%
1
740
$4K ﹤0.01%
58
-942
741
$4K ﹤0.01%
109
+69
742
$4K ﹤0.01%
+12
743
$4K ﹤0.01%
107
744
$4K ﹤0.01%
59
745
$4K ﹤0.01%
+1,500
746
$4K ﹤0.01%
96
747
$4K ﹤0.01%
80
-320
748
$4K ﹤0.01%
892
749
$4K ﹤0.01%
88
-1,223
750
$4K ﹤0.01%
+70
28 29
30
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