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
576
$6K ﹤0.01%
228
577
$6K ﹤0.01%
+432
578
$6K ﹤0.01%
+216
579
$6K ﹤0.01%
4
580
$6K ﹤0.01%
43
581
$6K ﹤0.01%
492
-6,762
582
$6K ﹤0.01%
+110
583
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70
-112
584
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14
+2
585
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100
586
$6K ﹤0.01%
+632
587
$5K ﹤0.01%
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588
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340
589
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+196
590
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25
591
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25
592
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593
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88
+1
594
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+4
595
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+70
596
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71
597
$5K ﹤0.01%
195
598
$5K ﹤0.01%
74
599
$5K ﹤0.01%
954
-436
600
$5K ﹤0.01%
100
-24
22 23
24
25 26