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
201
$111K 0.02%
406
-44
202
$110K 0.02%
1,433
-832
203
$109K 0.02%
707
-31
204
$107K 0.02%
1,492
-933
205
$106K 0.02%
1,908
+4
206
$105K 0.02%
629
207
$105K 0.02%
1,884
+25
208
$105K 0.02%
+471
209
$103K 0.02%
13,417
210
$102K 0.02%
475
+152
211
$100K 0.02%
11,349
212
$99K 0.02%
3,000
213
$98K 0.02%
1,224
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214
$97K 0.02%
1,288
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215
$97K 0.02%
914
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216
$97K 0.02%
1,384
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217
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218
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219
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208
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220
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8,032
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221
$94K 0.02%
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222
$94K 0.02%
2,359
223
$93K 0.02%
564
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224
$93K 0.02%
2,965
225
$92K 0.02%
1,913
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9
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