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
$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
State Street 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%
+1,137
352
$32K 0.01%
97
353
$32K 0.01%
904
-1,076
354
$32K 0.01%
1,010
-130
355
$32K 0.01%
+3,392
356
$32K 0.01%
+2,117
357
$31K 0.01%
4,276
-2
358
$31K 0.01%
1,708
-40
359
$31K 0.01%
+550
360
$30K 0.01%
103
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361
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803
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362
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520
363
$30K 0.01%
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364
$30K 0.01%
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366
$30K 0.01%
725
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260
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368
$29K 0.01%
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369
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155
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$28K 0.01%
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373
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374
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+1,254
375
$27K 0.01%
962
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15
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