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
551
$21K 0.01%
597
-236
552
$21K 0.01%
336
553
$21K 0.01%
+100
554
$21K 0.01%
536
+464
555
$20K ﹤0.01%
243
556
$20K ﹤0.01%
+631
557
$20K ﹤0.01%
236
558
$20K ﹤0.01%
+300
559
$20K ﹤0.01%
560
560
$19K ﹤0.01%
+133
561
$19K ﹤0.01%
735
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562
$19K ﹤0.01%
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563
$19K ﹤0.01%
94
564
$19K ﹤0.01%
1,000
565
$19K ﹤0.01%
720
566
$19K ﹤0.01%
136
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567
$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
814
570
$19K ﹤0.01%
1,000
571
$19K ﹤0.01%
437
572
$19K ﹤0.01%
127
573
$19K ﹤0.01%
93
574
$18K ﹤0.01%
+200
575
$18K ﹤0.01%
87
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