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
$182M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$876K
3
+$792K
4
MAN icon
ManpowerGroup
MAN
+$558K
5
MU icon
Micron Technology
MU
+$526K

Top Sells

1
+$1.46M
2
+$945K
3
+$757K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$541K
5
GGB icon
Gerdau
GGB
+$401K

Sector Composition

1 Technology 8.72%
2 Utilities 8.69%
3 Healthcare 8.25%
4 Consumer Staples 8.24%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$102K 0.06%
2,173
+1
227
$102K 0.06%
+2,350
228
$102K 0.06%
912
229
$101K 0.05%
741
-302
230
$100K 0.05%
3,571
-583
231
$100K 0.05%
900
232
$100K 0.05%
2,568
+140
233
$99K 0.05%
1,274
234
$99K 0.05%
843
+379
235
$98K 0.05%
1,700
236
$97K 0.05%
179
+13
237
$97K 0.05%
1,442
+135
238
$96K 0.05%
3,487
239
$95K 0.05%
346
+31
240
$94K 0.05%
7,725
241
$93K 0.05%
1,950
-1,050
242
$93K 0.05%
810
243
$93K 0.05%
614
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244
$92K 0.05%
970
245
$91K 0.05%
1,568
-192
246
$91K 0.05%
400
247
$90K 0.05%
3,840
+250
248
$90K 0.05%
1,380
+48
249
$90K 0.05%
663
+71
250
$90K 0.05%
760
8 9
10
11 12