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
276
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+837
277
$83K 0.02%
2,838
278
$83K 0.02%
1,126
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279
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280
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281
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282
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283
$80K 0.02%
299
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$79K 0.02%
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285
$78K 0.02%
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286
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287
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204
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288
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4,000
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289
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290
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291
$76K 0.02%
355
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292
$75K 0.02%
1,177
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293
$75K 0.02%
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295
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296
$74K 0.02%
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297
$74K 0.02%
479
298
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299
$74K 0.02%
214
300
$73K 0.02%
333
10 11
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