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
826
$4K ﹤0.01%
13
827
$4K ﹤0.01%
435
828
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36
-13
829
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25
830
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+35
831
$4K ﹤0.01%
+200
832
$4K ﹤0.01%
37
-31
833
$4K ﹤0.01%
157
-128
834
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500
835
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132
836
$3K ﹤0.01%
35
837
$3K ﹤0.01%
2,000
838
$3K ﹤0.01%
+60
839
$3K ﹤0.01%
130
840
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170
-96
841
$3K ﹤0.01%
+50
842
$3K ﹤0.01%
49
843
$3K ﹤0.01%
68
844
$3K ﹤0.01%
+11
845
$3K ﹤0.01%
78
846
$3K ﹤0.01%
28
847
$3K ﹤0.01%
166
848
$3K ﹤0.01%
22
-49
849
$3K ﹤0.01%
57
850
$3K ﹤0.01%
14
32 33
34
35 36