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
476
$15K 0.01%
1,584
477
$15K 0.01%
1,431
+39
478
$15K 0.01%
50
479
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+296
480
$15K 0.01%
263
+1
481
$15K 0.01%
312
+2
482
$15K 0.01%
400
+200
483
$14K 0.01%
512
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484
$14K 0.01%
155
485
$14K 0.01%
+68
486
$14K 0.01%
300
487
$14K 0.01%
15
488
$14K 0.01%
295
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489
$14K 0.01%
535
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490
$14K 0.01%
1,468
491
$14K 0.01%
1,250
492
$14K 0.01%
4,175
493
$13K 0.01%
54
-24
494
$13K 0.01%
175
495
$13K 0.01%
730
496
$13K 0.01%
926
+38
497
$12K ﹤0.01%
62
498
$12K ﹤0.01%
90
-76
499
$12K ﹤0.01%
106
500
$12K ﹤0.01%
162
18 19
20
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