PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
826
$4K ﹤0.01%
36
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827
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25
828
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+35
829
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+200
830
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831
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500
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834
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835
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836
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837
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838
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839
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35
840
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841
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28
842
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843
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844
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845
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846
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2,000
847
$3K ﹤0.01%
+60
848
$3K ﹤0.01%
130
849
$3K ﹤0.01%
170
-96
850
$3K ﹤0.01%
+50
32 33
34
35 36