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
651
$3K ﹤0.01%
92
652
$3K ﹤0.01%
150
653
$2K ﹤0.01%
38
654
$2K ﹤0.01%
67
655
$2K ﹤0.01%
132
656
$2K ﹤0.01%
+45
657
$2K ﹤0.01%
18
-34
658
$2K ﹤0.01%
128
659
$2K ﹤0.01%
34
-250
660
$2K ﹤0.01%
150
661
$2K ﹤0.01%
5
-5
662
$2K ﹤0.01%
13
663
$2K ﹤0.01%
20
664
$2K ﹤0.01%
+20
665
$2K ﹤0.01%
47
-117
666
$2K ﹤0.01%
+44
667
$2K ﹤0.01%
100
668
$2K ﹤0.01%
60
669
$2K ﹤0.01%
+10
670
$2K ﹤0.01%
28
671
$2K ﹤0.01%
101
672
$2K ﹤0.01%
239
673
$2K ﹤0.01%
+73
674
$2K ﹤0.01%
57
+1
675
$2K ﹤0.01%
+6
25 26
27
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