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
101
$395K 0.1%
17,742
-116
102
$394K 0.1%
8,548
-50
103
$392K 0.1%
3,460
+180
104
$379K 0.09%
3,103
-3,323
105
$378K 0.09%
11,214
+617
106
$378K 0.09%
2,772
+2,249
107
$378K 0.09%
8,043
-3,477
108
$373K 0.09%
16,375
-107
109
$369K 0.09%
5,000
110
$368K 0.09%
8,512
+1,486
111
$364K 0.09%
2,025
+227
112
$361K 0.09%
7,242
-554
113
$360K 0.09%
3,739
-158
114
$359K 0.09%
16,514
+1,652
115
$351K 0.09%
3,618
+2
116
$348K 0.08%
2,760
-192
117
$344K 0.08%
+17,474
118
$342K 0.08%
7,168
+3,041
119
$341K 0.08%
1,505
-38
120
$340K 0.08%
16,050
121
$334K 0.08%
4,224
+1,695
122
$332K 0.08%
3,209
-1,610
123
$331K 0.08%
7,000
124
$325K 0.08%
2,169
+600
125
$322K 0.08%
849
+580
3 4
5
6 7