PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
State Street 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%
5,000
652
$3K ﹤0.01%
61
653
$2K ﹤0.01%
80
654
$2K ﹤0.01%
+45
655
$2K ﹤0.01%
+13
656
$2K ﹤0.01%
20
657
$2K ﹤0.01%
+11
658
$2K ﹤0.01%
+6
659
$2K ﹤0.01%
+73
660
$2K ﹤0.01%
38
661
$2K ﹤0.01%
48
662
$2K ﹤0.01%
+392
663
$2K ﹤0.01%
27
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664
$2K ﹤0.01%
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665
$2K ﹤0.01%
68
666
$2K ﹤0.01%
1,000
667
$2K ﹤0.01%
57
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668
$2K ﹤0.01%
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669
$2K ﹤0.01%
101
670
$2K ﹤0.01%
28
671
$2K ﹤0.01%
+10
672
$2K ﹤0.01%
60
673
$2K ﹤0.01%
100
674
$2K ﹤0.01%
+44
675
$2K ﹤0.01%
47
-117
25 26
27
28 29