PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
901
$1K ﹤0.01%
+128
902
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903
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+3
904
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905
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906
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907
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+270
908
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909
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+35
910
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22
911
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+8
912
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914
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28
916
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20
-22
917
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+10
920
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+68
921
$1K ﹤0.01%
+32
922
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19
-131
923
$1K ﹤0.01%
+32
924
$1K ﹤0.01%
8
925
$1K ﹤0.01%
+7
35 36
37
38 39