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
601
$5K ﹤0.01%
+220
602
$5K ﹤0.01%
+219
603
$5K ﹤0.01%
51
604
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146
+22
605
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+17
606
$5K ﹤0.01%
89
607
$5K ﹤0.01%
12
608
$5K ﹤0.01%
+519
609
$5K ﹤0.01%
56
+46
610
$4K ﹤0.01%
46
611
$4K ﹤0.01%
1,429
612
$4K ﹤0.01%
16
613
$4K ﹤0.01%
132
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614
$4K ﹤0.01%
1,398
615
$4K ﹤0.01%
76
616
$4K ﹤0.01%
250
617
$4K ﹤0.01%
197
-1,445
618
$4K ﹤0.01%
20
619
$4K ﹤0.01%
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620
$4K ﹤0.01%
27
621
$4K ﹤0.01%
59
622
$4K ﹤0.01%
126
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623
$4K ﹤0.01%
24
-2,398
624
$4K ﹤0.01%
242
625
$4K ﹤0.01%
99
-30
23 24
25
26 27