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
326
$62K 0.02%
411
+160
327
$62K 0.02%
325
328
$61K 0.01%
1,100
+800
329
$61K 0.01%
787
+475
330
$61K 0.01%
500
331
$59K 0.01%
+650
332
$59K 0.01%
472
+5
333
$59K 0.01%
1,548
-242
334
$59K 0.01%
691
+117
335
$58K 0.01%
750
336
$58K 0.01%
305
337
$58K 0.01%
1,183
+6
338
$58K 0.01%
141
-173
339
$58K 0.01%
219
340
$57K 0.01%
2,640
+1,640
341
$57K 0.01%
1,050
342
$57K 0.01%
1,375
-71
343
$57K 0.01%
760
344
$56K 0.01%
1,233
345
$56K 0.01%
202
346
$56K 0.01%
+400
347
$55K 0.01%
+1,814
348
$55K 0.01%
502
349
$55K 0.01%
+1,000
350
$54K 0.01%
1,781
12 13
14
15 16