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
301
$72K 0.02%
+1,250
302
$72K 0.02%
136
+56
303
$71K 0.02%
2,264
+264
304
$71K 0.02%
1,183
+71
305
$70K 0.02%
350
306
$70K 0.02%
514
-46
307
$70K 0.02%
226
+40
308
$69K 0.02%
123
+18
309
$69K 0.02%
212
+18
310
$68K 0.02%
1,266
311
$68K 0.02%
1,098
312
$66K 0.02%
6,921
+166
313
$66K 0.02%
1,113
+300
314
$66K 0.02%
470
+5
315
$65K 0.02%
500
+460
316
$65K 0.02%
556
317
$64K 0.02%
281
-98
318
$64K 0.02%
260
319
$64K 0.02%
2,820
320
$64K 0.02%
1,207
-300
321
$64K 0.02%
509
+500
322
$64K 0.02%
1,449
+166
323
$63K 0.02%
264
+40
324
$63K 0.02%
661
325
$62K 0.02%
287
+232
11 12
13
14 15