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
451
$34K 0.01%
300
-3
452
$33K 0.01%
450
453
$33K 0.01%
317
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$33K 0.01%
90
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455
$33K 0.01%
569
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$33K 0.01%
400
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457
$33K 0.01%
4,000
458
$32K 0.01%
+200
459
$32K 0.01%
1,402
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460
$32K 0.01%
14,000
461
$32K 0.01%
61
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462
$31K 0.01%
14
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463
$31K 0.01%
364
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464
$31K 0.01%
310
465
$31K 0.01%
385
466
$31K 0.01%
480
467
$31K 0.01%
766
468
$31K 0.01%
1,800
469
$31K 0.01%
250
470
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$31K 0.01%
129
472
$31K 0.01%
335
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473
$30K 0.01%
299
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474
$30K 0.01%
392
475
$30K 0.01%
255
17 18
19
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