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
526
$10K ﹤0.01%
1,135
527
$9K ﹤0.01%
13,000
528
$9K ﹤0.01%
+246
529
$9K ﹤0.01%
102
530
$9K ﹤0.01%
477
531
$9K ﹤0.01%
+311
532
$9K ﹤0.01%
534
533
$9K ﹤0.01%
128
534
$9K ﹤0.01%
291
+85
535
$9K ﹤0.01%
48
536
$9K ﹤0.01%
+435
537
$9K ﹤0.01%
275
-7,500
538
$9K ﹤0.01%
200
539
$9K ﹤0.01%
46
540
$9K ﹤0.01%
290
541
$8K ﹤0.01%
90
542
$8K ﹤0.01%
+500
543
$8K ﹤0.01%
+69
544
$8K ﹤0.01%
141
545
$8K ﹤0.01%
+245
546
$8K ﹤0.01%
135
547
$7K ﹤0.01%
88
+50
548
$7K ﹤0.01%
64
-157
549
$7K ﹤0.01%
100
550
$7K ﹤0.01%
280
20 21
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