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
526
$10K ﹤0.01%
1,135
527
$9K ﹤0.01%
+246
528
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+311
529
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534
530
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128
531
$9K ﹤0.01%
291
+85
532
$9K ﹤0.01%
48
533
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+435
534
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275
-7,500
535
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536
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46
537
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102
538
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477
539
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13,000
540
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290
541
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+69
542
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90
543
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544
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545
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+245
546
$8K ﹤0.01%
135
547
$7K ﹤0.01%
100
548
$7K ﹤0.01%
280
549
$7K ﹤0.01%
+115
550
$7K ﹤0.01%
190