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
726
$7K ﹤0.01%
274
727
$7K ﹤0.01%
55
728
$7K ﹤0.01%
+75
729
$7K ﹤0.01%
+61
730
$7K ﹤0.01%
+500
731
$7K ﹤0.01%
+190
732
$7K ﹤0.01%
265
-300
733
$7K ﹤0.01%
500
-500
734
$7K ﹤0.01%
160
-160
735
$7K ﹤0.01%
154
+2
736
$7K ﹤0.01%
200
737
$7K ﹤0.01%
143
738
$7K ﹤0.01%
+112
739
$7K ﹤0.01%
8
740
$7K ﹤0.01%
+752
741
$7K ﹤0.01%
129
742
$7K ﹤0.01%
10
743
$7K ﹤0.01%
100
744
$7K ﹤0.01%
105
745
$7K ﹤0.01%
+30
746
$6K ﹤0.01%
+86
747
$6K ﹤0.01%
123
748
$6K ﹤0.01%
1,798
+100
749
$6K ﹤0.01%
76
750
$6K ﹤0.01%
219
28 29
30
31 32