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
476
$30K 0.01%
509
+72
477
$30K 0.01%
150
-14
478
$30K 0.01%
450
+3
479
$29K 0.01%
800
480
$29K 0.01%
419
481
$29K 0.01%
+200
482
$29K 0.01%
1,715
+32
483
$29K 0.01%
400
484
$29K 0.01%
165
485
$29K 0.01%
442
486
$29K 0.01%
100
-110
487
$28K 0.01%
39
488
$28K 0.01%
505
489
$28K 0.01%
560
490
$28K 0.01%
168
-38
491
$28K 0.01%
452
+3
492
$28K 0.01%
1,131
+808
493
$28K 0.01%
41
494
$28K 0.01%
465
+200
495
$28K 0.01%
372
496
$27K 0.01%
108
-21
497
$27K 0.01%
457
-15
498
$27K 0.01%
633
+3
499
$27K 0.01%
1,468
500
$27K 0.01%
+600
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