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
176
$195K 0.05%
612
-41
177
$194K 0.05%
6,000
+5,812
178
$190K 0.05%
912
+563
179
$190K 0.05%
1,284
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180
$189K 0.05%
1,279
181
$189K 0.05%
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182
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183
$187K 0.05%
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184
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185
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-456
186
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768
187
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188
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189
$177K 0.04%
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190
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387
191
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319
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192
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193
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194
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195
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196
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197
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198
$163K 0.04%
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199
$163K 0.04%
7,000
200
$163K 0.04%
12,000
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