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
901
$1K ﹤0.01%
37
902
$1K ﹤0.01%
+145
903
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+20
904
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+16
905
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+14
906
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+12
907
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+11
908
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+16
909
$1K ﹤0.01%
40
910
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+33
911
$1K ﹤0.01%
+6
912
$1K ﹤0.01%
+51
913
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+128
914
$1K ﹤0.01%
+8
915
$1K ﹤0.01%
+3
916
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+20
917
$1K ﹤0.01%
+83
918
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+91
919
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+270
920
$1K ﹤0.01%
+29
921
$1K ﹤0.01%
+35
922
$1K ﹤0.01%
+8
923
$1K ﹤0.01%
+9
924
$1K ﹤0.01%
+100
925
$1K ﹤0.01%
+8
35 36
37
38 39