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
151
$191K 0.03%
6,129
+680
152
$188K 0.03%
8,400
153
$187K 0.03%
1,041
+13
154
$186K 0.03%
7,973
+30
155
$185K 0.03%
727
+8
156
$183K 0.03%
3,230
+25
157
$183K 0.03%
4,207
+375
158
$183K 0.03%
387
159
$182K 0.03%
1,726
160
$181K 0.03%
1,075
-25
161
$179K 0.03%
12,024
162
$179K 0.03%
3,335
163
$179K 0.03%
5,694
164
$174K 0.03%
582
165
$171K 0.03%
1,435
+7
166
$170K 0.03%
1,204
-264
167
$163K 0.03%
+3,249
168
$163K 0.03%
1,833
+47
169
$158K 0.03%
5,468
-250
170
$156K 0.03%
1,006
+6
171
$156K 0.03%
2,591
+309
172
$155K 0.03%
890
-56
173
$148K 0.02%
5,652
174
$148K 0.02%
4,405
+4
175
$148K 0.02%
1,380
+68
5 6
7
8 9