PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
76
$526K 0.09%
1,949
+16
77
$515K 0.09%
3,764
+907
78
$511K 0.09%
1,824
-149
79
$493K 0.08%
2,839
+50
80
$479K 0.08%
4,235
+4,015
81
$475K 0.08%
2,944
+539
82
$474K 0.08%
1,461
+94
83
$466K 0.08%
41,900
-3,442
84
$452K 0.08%
1,432
-140
85
$447K 0.07%
4,837
86
$445K 0.07%
4,893
-12
87
$423K 0.07%
2,036
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88
$408K 0.07%
4,541
+377
89
$406K 0.07%
3,421
+2
90
$396K 0.07%
+40,142
91
$396K 0.07%
6,275
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92
$392K 0.07%
2,882
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93
$387K 0.06%
16,375
94
$381K 0.06%
7,509
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95
$377K 0.06%
9,596
+180
96
$373K 0.06%
5,086
-1,133
97
$366K 0.06%
3,916
-160
98
$358K 0.06%
1,679
+31
99
$356K 0.06%
3,488
+31
100
$356K 0.06%
3,838
+112
2 3
4
5 6