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
+$15.9M
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
876
$2K ﹤0.01%
65
877
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+100
878
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879
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880
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881
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883
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884
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886
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887
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3
890
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+72
891
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11
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892
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897
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18
898
$1K ﹤0.01%
4
-1,085
899
$1K ﹤0.01%
5
-35
900
$1K ﹤0.01%
16
34 35
36
37 38