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
26
$1.66M 0.4%
12,294
+474
27
$1.53M 0.37%
20,464
28
$1.49M 0.36%
9,039
+873
29
$1.46M 0.35%
18,769
-15,335
30
$1.44M 0.35%
11,500
-1,540
31
$1.44M 0.35%
4,951
-186
32
$1.39M 0.34%
17,496
+461
33
$1.35M 0.33%
25,150
+105
34
$1.34M 0.33%
11,554
+1,085
35
$1.31M 0.32%
4,110
-976
36
$1.29M 0.31%
11,668
+534
37
$1.25M 0.3%
5,614
+360
38
$1.25M 0.3%
74,485
39
$1.24M 0.3%
15,732
+17
40
$1.2M 0.29%
6,807
-1,189
41
$1.19M 0.29%
79,717
+24,195
42
$1.18M 0.29%
11,214
+8,187
43
$1.12M 0.27%
34,945
44
$1.09M 0.26%
4,757
+161
45
$1.06M 0.26%
5,315
-31
46
$1.05M 0.26%
+23,468
47
$1.04M 0.25%
5,319
48
$1.02M 0.25%
2,539
+119
49
$1.01M 0.24%
4,197
+227
50
$983K 0.24%
25,097
-3,285
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