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
826
$2K ﹤0.01%
+88
827
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+8
828
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+19
829
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20
830
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20
831
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42
-500
832
$2K ﹤0.01%
+18
833
$2K ﹤0.01%
+9
834
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32
835
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+45
836
$2K ﹤0.01%
+161
837
$2K ﹤0.01%
+300
838
$2K ﹤0.01%
+15
839
$2K ﹤0.01%
+26
840
$2K ﹤0.01%
+52
841
$2K ﹤0.01%
+21
842
$2K ﹤0.01%
+12
843
$2K ﹤0.01%
+200
844
$2K ﹤0.01%
+8
845
$2K ﹤0.01%
+23
846
$2K ﹤0.01%
+80
847
$2K ﹤0.01%
197
848
$2K ﹤0.01%
+13
849
$2K ﹤0.01%
17
+3
850
$2K ﹤0.01%
+69
32 33
34
35 36