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
676
$10K ﹤0.01%
130
677
$10K ﹤0.01%
+87
678
$10K ﹤0.01%
+300
679
$10K ﹤0.01%
74
680
$10K ﹤0.01%
+47
681
$10K ﹤0.01%
389
682
$10K ﹤0.01%
50
683
$10K ﹤0.01%
141
684
$10K ﹤0.01%
+601
685
$9K ﹤0.01%
28
686
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53
687
$9K ﹤0.01%
+182
688
$9K ﹤0.01%
220
+62
689
$9K ﹤0.01%
144
-128
690
$9K ﹤0.01%
97
691
$9K ﹤0.01%
+191
692
$9K ﹤0.01%
300
693
$9K ﹤0.01%
142
694
$9K ﹤0.01%
198
695
$9K ﹤0.01%
65
696
$9K ﹤0.01%
345
697
$9K ﹤0.01%
57
698
$9K ﹤0.01%
150
+118
699
$9K ﹤0.01%
110
700
$9K ﹤0.01%
27
-19
26 27
28
29 30