PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$15.5M
2
+$8.82M
3
+$3.24M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.05M

Top Sells

1
+$2.52M
2
+$1.23M
3
+$1.14M
4
SYK icon
Stryker
SYK
+$1.06M
5
YUMC icon
Yum China
YUMC
+$754K

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%
111
777
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778
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779
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2,000
780
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782
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783
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784
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785
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786
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787
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24
-1,656
788
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+290
789
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790
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107
-112
791
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795
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43
797
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74
798
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+172
799
$5K ﹤0.01%
70
800
$5K ﹤0.01%
492
30 31
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