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
676
$2K ﹤0.01%
+11
677
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20
678
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+13
679
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+45
680
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80
681
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1,000
682
$2K ﹤0.01%
68
683
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+49
684
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27
-237
685
$2K ﹤0.01%
+392
686
$2K ﹤0.01%
48
687
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38
688
$1K ﹤0.01%
66
689
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+4
690
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+15
691
$1K ﹤0.01%
60
692
$1K ﹤0.01%
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693
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694
$1K ﹤0.01%
20
-16
695
$1K ﹤0.01%
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696
$1K ﹤0.01%
+101
697
$1K ﹤0.01%
+65
698
$1K ﹤0.01%
+149
699
$1K ﹤0.01%
45
700
$1K ﹤0.01%
22
26 27
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29 30