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
851
$2K ﹤0.01%
+34
852
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+21
853
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89
-106
854
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855
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856
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857
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25
858
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859
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860
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861
$2K ﹤0.01%
404
862
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+126
863
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+22
864
$2K ﹤0.01%
500
865
$2K ﹤0.01%
+9
866
$2K ﹤0.01%
+12
867
$1K ﹤0.01%
5
868
$1K ﹤0.01%
+14
869
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+146
870
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+11
871
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+36
872
$1K ﹤0.01%
+69
873
$1K ﹤0.01%
+11
874
$1K ﹤0.01%
+40
875
$1K ﹤0.01%
+9
33 34
35
36 37