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
626
$4K ﹤0.01%
+1,600
627
$3K ﹤0.01%
61
628
$3K ﹤0.01%
5,000
629
$3K ﹤0.01%
+25
630
$3K ﹤0.01%
450
631
$3K ﹤0.01%
+15
632
$3K ﹤0.01%
126
-100
633
$3K ﹤0.01%
18
634
$3K ﹤0.01%
69
635
$3K ﹤0.01%
255
636
$3K ﹤0.01%
15
-5
637
$3K ﹤0.01%
36
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638
$3K ﹤0.01%
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639
$3K ﹤0.01%
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640
$3K ﹤0.01%
151
641
$3K ﹤0.01%
20
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642
$3K ﹤0.01%
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643
$3K ﹤0.01%
18
644
$3K ﹤0.01%
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645
$3K ﹤0.01%
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646
$3K ﹤0.01%
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647
$3K ﹤0.01%
37
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648
$3K ﹤0.01%
34
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649
$3K ﹤0.01%
91
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650
$3K ﹤0.01%
157
24 25
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