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
376
$27K 0.01%
311
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377
$27K 0.01%
567
378
$27K 0.01%
835
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379
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800
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439
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381
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481
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382
$26K 0.01%
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383
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384
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+392
385
$26K 0.01%
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386
$26K 0.01%
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387
$25K 0.01%
1,797
388
$25K 0.01%
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389
$25K 0.01%
424
390
$24K 0.01%
240
391
$24K 0.01%
21
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392
$24K 0.01%
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393
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396
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397
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398
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410
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399
$24K 0.01%
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400
$23K 0.01%
178
-1,232
14 15
16
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