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
851
$3K ﹤0.01%
+43
852
$3K ﹤0.01%
100
853
$3K ﹤0.01%
101
854
$3K ﹤0.01%
28
855
$3K ﹤0.01%
+54
856
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2
857
$3K ﹤0.01%
+200
858
$3K ﹤0.01%
75
-225
859
$3K ﹤0.01%
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860
$3K ﹤0.01%
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861
$3K ﹤0.01%
22
862
$3K ﹤0.01%
42
863
$3K ﹤0.01%
151
-166
864
$3K ﹤0.01%
75
865
$3K ﹤0.01%
14
866
$3K ﹤0.01%
404
867
$3K ﹤0.01%
233
868
$3K ﹤0.01%
19
869
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1,000
870
$3K ﹤0.01%
20
871
$2K ﹤0.01%
150
872
$2K ﹤0.01%
26
873
$2K ﹤0.01%
12
-514
874
$2K ﹤0.01%
65
875
$2K ﹤0.01%
+37
33 34
35
36 37