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
251
$98K 0.02%
1,266
+2
252
$97K 0.02%
742
253
$97K 0.02%
1,913
254
$97K 0.02%
1,753
255
$95K 0.02%
1,563
+4
256
$94K 0.02%
248
-293
257
$94K 0.02%
432
+121
258
$93K 0.02%
8,108
259
$92K 0.02%
3,000
260
$92K 0.02%
1,000
261
$92K 0.02%
+2,488
262
$91K 0.02%
357
263
$91K 0.02%
2,371
+2,225
264
$91K 0.02%
1,234
265
$90K 0.02%
304
-1,022
266
$90K 0.02%
964
267
$89K 0.02%
1,055
-65
268
$88K 0.02%
101
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269
$88K 0.02%
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270
$88K 0.02%
900
271
$88K 0.02%
10,408
+10,000
272
$87K 0.02%
1,126
+238
273
$87K 0.02%
2,175
274
$86K 0.02%
5,000
275
$84K 0.02%
471
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9 10
11
12 13