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
501
$12K ﹤0.01%
+112
502
$12K ﹤0.01%
39
503
$12K ﹤0.01%
223
504
$12K ﹤0.01%
179
-512
505
$12K ﹤0.01%
+430
506
$11K ﹤0.01%
156
507
$11K ﹤0.01%
528
508
$11K ﹤0.01%
+607
509
$11K ﹤0.01%
137
+65
510
$11K ﹤0.01%
700
+613
511
$11K ﹤0.01%
2,000
+1,000
512
$11K ﹤0.01%
404
513
$11K ﹤0.01%
200
514
$11K ﹤0.01%
188
515
$11K ﹤0.01%
130
+100
516
$10K ﹤0.01%
23
517
$10K ﹤0.01%
1,022
518
$10K ﹤0.01%
140
519
$10K ﹤0.01%
323
520
$10K ﹤0.01%
+1,250
521
$10K ﹤0.01%
2,825
522
$10K ﹤0.01%
+704
523
$10K ﹤0.01%
+117
524
$10K ﹤0.01%
414
-4
525
$10K ﹤0.01%
+40
19 20
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