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
776
$3K ﹤0.01%
+31
777
$3K ﹤0.01%
199
778
$3K ﹤0.01%
+109
779
$3K ﹤0.01%
16
+8
780
$3K ﹤0.01%
40
781
$3K ﹤0.01%
233
782
$3K ﹤0.01%
129
783
$3K ﹤0.01%
+19
784
$3K ﹤0.01%
121
-421
785
$3K ﹤0.01%
36
786
$3K ﹤0.01%
+59
787
$3K ﹤0.01%
350
788
$3K ﹤0.01%
+41
789
$3K ﹤0.01%
60
+52
790
$3K ﹤0.01%
125
791
$2K ﹤0.01%
+24
792
$2K ﹤0.01%
7
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793
$2K ﹤0.01%
28
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794
$2K ﹤0.01%
+14
795
$2K ﹤0.01%
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796
$2K ﹤0.01%
8
-10
797
$2K ﹤0.01%
68
798
$2K ﹤0.01%
+44
799
$2K ﹤0.01%
72
800
$2K ﹤0.01%
+39
30 31
32
33 34