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
626
$14K ﹤0.01%
+555
627
$14K ﹤0.01%
100
628
$14K ﹤0.01%
55
-80
629
$14K ﹤0.01%
500
630
$14K ﹤0.01%
1,250
631
$14K ﹤0.01%
125
632
$14K ﹤0.01%
+362
633
$14K ﹤0.01%
300
634
$14K ﹤0.01%
528
635
$14K ﹤0.01%
216
-38
636
$14K ﹤0.01%
151
-141
637
$13K ﹤0.01%
371
-278
638
$13K ﹤0.01%
+210
639
$13K ﹤0.01%
256
640
$13K ﹤0.01%
28
-5
641
$13K ﹤0.01%
554
642
$13K ﹤0.01%
200
643
$13K ﹤0.01%
+228
644
$13K ﹤0.01%
157
645
$13K ﹤0.01%
150
646
$13K ﹤0.01%
156
-17
647
$13K ﹤0.01%
+200
648
$12K ﹤0.01%
290
649
$12K ﹤0.01%
+576
650
$12K ﹤0.01%
400
24 25
26
27 28