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
876
$1K ﹤0.01%
22
877
$1K ﹤0.01%
+32
878
$1K ﹤0.01%
+41
879
$1K ﹤0.01%
10
880
$1K ﹤0.01%
+5
881
$1K ﹤0.01%
+76
882
$1K ﹤0.01%
+87
883
$1K ﹤0.01%
44
884
$1K ﹤0.01%
+13
885
$1K ﹤0.01%
69
-181
886
$1K ﹤0.01%
100
887
$1K ﹤0.01%
+28
888
$1K ﹤0.01%
150
889
$1K ﹤0.01%
11
890
$1K ﹤0.01%
+7
891
$1K ﹤0.01%
+24
892
$1K ﹤0.01%
+27
893
$1K ﹤0.01%
+21
894
$1K ﹤0.01%
+10
895
$1K ﹤0.01%
+20
896
$1K ﹤0.01%
65
897
$1K ﹤0.01%
+7
898
$1K ﹤0.01%
349
+332
899
$1K ﹤0.01%
+26
900
$1K ﹤0.01%
56
+16
34 35
36
37 38