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
576
$18K ﹤0.01%
700
577
$18K ﹤0.01%
854
-285
578
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155
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579
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200
580
$18K ﹤0.01%
560
581
$18K ﹤0.01%
+694
582
$17K ﹤0.01%
+201
583
$17K ﹤0.01%
1,402
584
$17K ﹤0.01%
603
-4
585
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+416
586
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500
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97
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1
589
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67
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224
591
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+271
592
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254
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594
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+62
595
$17K ﹤0.01%
106
596
$17K ﹤0.01%
+279
597
$16K ﹤0.01%
+101
598
$16K ﹤0.01%
+400
599
$16K ﹤0.01%
251
600
$16K ﹤0.01%
68
-100
22 23
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