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
351
$32K 0.01%
+2,117
352
$32K 0.01%
904
-1,076
353
$32K 0.01%
97
354
$32K 0.01%
+1,137
355
$32K 0.01%
310
356
$32K 0.01%
537
-428
357
$31K 0.01%
+550
358
$31K 0.01%
1,708
-40
359
$31K 0.01%
4,276
-2
360
$30K 0.01%
260
+105
361
$30K 0.01%
725
-303
362
$30K 0.01%
4,170
363
$30K 0.01%
+354
364
$30K 0.01%
1,010
+731
365
$30K 0.01%
520
366
$30K 0.01%
803
+160
367
$30K 0.01%
103
-20
368
$29K 0.01%
310
369
$29K 0.01%
560
-80
370
$29K 0.01%
1,911
-182
371
$29K 0.01%
155
372
$28K 0.01%
+1,254
373
$28K 0.01%
696
374
$28K 0.01%
198
-157
375
$27K 0.01%
174
13 14
15
16 17