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
726
$5K ﹤0.01%
+15
727
$5K ﹤0.01%
+42
728
$4K ﹤0.01%
45
729
$4K ﹤0.01%
+70
730
$4K ﹤0.01%
+11
731
$4K ﹤0.01%
66
732
$4K ﹤0.01%
+93
733
$4K ﹤0.01%
15
734
$4K ﹤0.01%
+21
735
$4K ﹤0.01%
+95
736
$4K ﹤0.01%
90
737
$4K ﹤0.01%
+62
738
$4K ﹤0.01%
1,135
739
$4K ﹤0.01%
+15
740
$4K ﹤0.01%
69
741
$4K ﹤0.01%
1
742
$4K ﹤0.01%
58
-942
743
$4K ﹤0.01%
109
+69
744
$4K ﹤0.01%
+12
745
$4K ﹤0.01%
107
746
$4K ﹤0.01%
59
747
$4K ﹤0.01%
+1,500
748
$4K ﹤0.01%
96
749
$4K ﹤0.01%
80
-320
750
$4K ﹤0.01%
892
28 29
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