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
101
$355K 0.06%
1,560
+52
102
$346K 0.06%
4,530
-200
103
$345K 0.06%
2,040
+2,039
104
$345K 0.06%
3,585
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105
$341K 0.06%
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106
$338K 0.06%
8,617
-2,287
107
$335K 0.06%
7,863
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108
$330K 0.06%
27,418
+10,689
109
$330K 0.06%
3,621
+53
110
$327K 0.05%
6,555
-512
111
$319K 0.05%
4,012
+95
112
$317K 0.05%
7,596
+3,261
113
$312K 0.05%
2,190
114
$308K 0.05%
3,243
+75
115
$304K 0.05%
1,667
+27
116
$301K 0.05%
12,351
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117
$298K 0.05%
2,647
-35
118
$295K 0.05%
3,807
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119
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3,675
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120
$285K 0.05%
3,150
121
$282K 0.05%
4,495
-7,287
122
$274K 0.05%
2,537
+37
123
$274K 0.05%
2,609
+17
124
$272K 0.05%
6,829
+4,782
125
$267K 0.04%
4,532
+2,168
3 4
5
6 7