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
801
$2K ﹤0.01%
+68
802
$2K ﹤0.01%
8
-10
803
$2K ﹤0.01%
68
804
$2K ﹤0.01%
+44
805
$2K ﹤0.01%
72
806
$2K ﹤0.01%
+39
807
$2K ﹤0.01%
+28
808
$2K ﹤0.01%
+26
809
$2K ﹤0.01%
+16
810
$2K ﹤0.01%
+32
811
$2K ﹤0.01%
+11
812
$2K ﹤0.01%
+106
813
$2K ﹤0.01%
22
814
$2K ﹤0.01%
+14
815
$2K ﹤0.01%
6
816
$2K ﹤0.01%
52
817
$2K ﹤0.01%
+50
818
$2K ﹤0.01%
+54
819
$2K ﹤0.01%
233
820
$2K ﹤0.01%
31
821
$2K ﹤0.01%
+9
822
$2K ﹤0.01%
+13
823
$2K ﹤0.01%
+16
824
$2K ﹤0.01%
+19
825
$2K ﹤0.01%
20
31 32
33
34 35