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
+$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%
60
777
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779
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780
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781
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782
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783
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+102
784
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785
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36
786
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121
-421
787
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788
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129
789
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790
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40
791
$2K ﹤0.01%
+28
792
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10
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794
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795
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14
797
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+24
798
$2K ﹤0.01%
+24
799
$2K ﹤0.01%
7
+2
800
$2K ﹤0.01%
28
+2
30 31
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