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
$251M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$968K
3
+$578K
4
LUV icon
Southwest Airlines
LUV
+$521K
5
AMZN icon
Amazon
AMZN
+$323K

Top Sells

1
+$769K
2
+$711K
3
+$638K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$510K
5
YUMC icon
Yum China
YUMC
+$411K

Sector Composition

1 Consumer Staples 24.11%
2 Consumer Discretionary 14.04%
3 Healthcare 13.09%
4 Technology 9.9%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$57K 0.02%
+1,760
277
$57K 0.02%
1,869
-65
278
$56K 0.02%
1,060
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279
$56K 0.02%
700
280
$55K 0.02%
1,000
281
$55K 0.02%
1,088
282
$55K 0.02%
1,947
283
$54K 0.02%
2,334
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284
$53K 0.02%
845
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285
$52K 0.02%
514
286
$52K 0.02%
1,240
287
$51K 0.02%
515
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288
$51K 0.02%
93
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289
$50K 0.02%
389
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290
$50K 0.02%
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291
$49K 0.02%
+600
292
$49K 0.02%
1,369
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293
$48K 0.02%
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294
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295
$48K 0.02%
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296
$48K 0.02%
835
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297
$48K 0.02%
204
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298
$47K 0.02%
135
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299
$47K 0.02%
1,278
300
$47K 0.02%
1,050
10 11
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