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
776
$5K ﹤0.01%
28
777
$5K ﹤0.01%
+233
778
$5K ﹤0.01%
30
-38
779
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55
-43
780
$5K ﹤0.01%
+42
781
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+31
782
$5K ﹤0.01%
25
783
$5K ﹤0.01%
450
784
$5K ﹤0.01%
142
785
$5K ﹤0.01%
128
786
$5K ﹤0.01%
1,000
787
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160
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788
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111
789
$5K ﹤0.01%
29
790
$5K ﹤0.01%
24
-1,656
791
$5K ﹤0.01%
+290
792
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79
793
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107
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794
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59
795
$5K ﹤0.01%
+292
796
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34
797
$5K ﹤0.01%
29
798
$5K ﹤0.01%
+264
799
$5K ﹤0.01%
43
800
$5K ﹤0.01%
74
30 31
32
33 34