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
551
$7K ﹤0.01%
328
552
$7K ﹤0.01%
188
553
$7K ﹤0.01%
+142
554
$7K ﹤0.01%
198
555
$7K ﹤0.01%
323
-35
556
$7K ﹤0.01%
50
557
$7K ﹤0.01%
88
558
$7K ﹤0.01%
415
559
$7K ﹤0.01%
88
+50
560
$7K ﹤0.01%
64
-157
561
$7K ﹤0.01%
49
562
$7K ﹤0.01%
500
-14,500
563
$7K ﹤0.01%
105
564
$7K ﹤0.01%
+116
565
$7K ﹤0.01%
+5,000
566
$6K ﹤0.01%
61
567
$6K ﹤0.01%
97
568
$6K ﹤0.01%
45
569
$6K ﹤0.01%
300
570
$6K ﹤0.01%
111
571
$6K ﹤0.01%
42
572
$6K ﹤0.01%
165
573
$6K ﹤0.01%
56
-152
574
$6K ﹤0.01%
100
575
$6K ﹤0.01%
250
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