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
876
$1K ﹤0.01%
5
877
$1K ﹤0.01%
+14
878
$1K ﹤0.01%
+146
879
$1K ﹤0.01%
+11
880
$1K ﹤0.01%
+36
881
$1K ﹤0.01%
+69
882
$1K ﹤0.01%
+11
883
$1K ﹤0.01%
+40
884
$1K ﹤0.01%
+9
885
$1K ﹤0.01%
+28
886
$1K ﹤0.01%
150
887
$1K ﹤0.01%
11
888
$1K ﹤0.01%
+7
889
$1K ﹤0.01%
+24
890
$1K ﹤0.01%
+27
891
$1K ﹤0.01%
+21
892
$1K ﹤0.01%
+10
893
$1K ﹤0.01%
+20
894
$1K ﹤0.01%
65
895
$1K ﹤0.01%
+7
896
$1K ﹤0.01%
349
+332
897
$1K ﹤0.01%
+26
898
$1K ﹤0.01%
56
+16
899
$1K ﹤0.01%
37
900
$1K ﹤0.01%
+145
34 35
36
37 38