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
651
$12K ﹤0.01%
284
652
$12K ﹤0.01%
1,300
653
$12K ﹤0.01%
221
-70
654
$12K ﹤0.01%
50
+40
655
$12K ﹤0.01%
1,000
656
$12K ﹤0.01%
657
-5,237
657
$12K ﹤0.01%
+734
658
$12K ﹤0.01%
288
659
$12K ﹤0.01%
114
-16
660
$12K ﹤0.01%
954
661
$11K ﹤0.01%
1,500
662
$11K ﹤0.01%
+65
663
$11K ﹤0.01%
29
664
$11K ﹤0.01%
+1,200
665
$11K ﹤0.01%
2,825
666
$11K ﹤0.01%
50
667
$11K ﹤0.01%
315
+6
668
$11K ﹤0.01%
200
669
$11K ﹤0.01%
45
670
$11K ﹤0.01%
209
+63
671
$11K ﹤0.01%
90
672
$11K ﹤0.01%
73
673
$10K ﹤0.01%
280
674
$10K ﹤0.01%
114
675
$10K ﹤0.01%
100
25 26
27
28 29