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
$412M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.8M
3
+$3.34M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.05M

Top Sells

1
+$2.56M
2
+$1.2M
3
+$1.19M
4
SYK icon
Stryker
SYK
+$1.08M
5
YUMC icon
Yum China
YUMC
+$783K

Sector Composition

1 Consumer Staples 14.81%
2 Consumer Discretionary 10.74%
3 Healthcare 10.36%
4 Technology 7.84%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$124K 0.03%
924
227
$124K 0.03%
1,683
+150
228
$124K 0.03%
877
+11
229
$122K 0.03%
2,320
-1,372
230
$118K 0.03%
626
231
$118K 0.03%
1,711
+400
232
$117K 0.03%
1,090
-62
233
$114K 0.03%
8,009
-298
234
$114K 0.03%
780
-2,140
235
$113K 0.03%
1,536
-24
236
$111K 0.03%
1,571
-343
237
$111K 0.03%
1,762
+466
238
$110K 0.03%
1,928
239
$107K 0.03%
645
+352
240
$107K 0.03%
303
-34
241
$105K 0.03%
4,501
-440
242
$104K 0.03%
1,277
+59
243
$104K 0.03%
+1,718
244
$103K 0.03%
548
245
$102K 0.02%
1,892
-197
246
$102K 0.02%
472
-127
247
$101K 0.02%
+7,580
248
$99K 0.02%
1,786
+28
249
$99K 0.02%
979
250
$98K 0.02%
3,882
+1,659
8 9
10
11 12