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
451
$18K 0.01%
414
452
$18K 0.01%
185
-673
453
$18K 0.01%
2,221
+170
454
$18K 0.01%
325
455
$17K 0.01%
+2,221
456
$17K 0.01%
963
+9
457
$17K 0.01%
+100
458
$17K 0.01%
309
459
$17K 0.01%
292
-183
460
$17K 0.01%
750
461
$17K 0.01%
129
462
$17K 0.01%
655
-5
463
$17K 0.01%
+100
464
$16K 0.01%
+94
465
$16K 0.01%
+100
466
$16K 0.01%
300
467
$16K 0.01%
281
468
$16K 0.01%
702
+111
469
$16K 0.01%
276
+10
470
$16K 0.01%
372
471
$16K 0.01%
485
+106
472
$16K 0.01%
532
+32
473
$15K 0.01%
353
-686
474
$15K 0.01%
2,062
475
$15K 0.01%
100
17 18
19
20 21