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
251
$89K 0.05%
2,579
+1,386
252
$88K 0.05%
4,000
253
$88K 0.05%
1,670
254
$88K 0.05%
1,668
+175
255
$88K 0.05%
1,271
-22
256
$87K 0.05%
4,490
+100
257
$85K 0.05%
1,765
258
$85K 0.05%
+33,520
259
$85K 0.05%
1,647
260
$83K 0.05%
2,754
+252
261
$83K 0.05%
2,977
+559
262
$82K 0.04%
1,947
263
$82K 0.04%
487
-108
264
$81K 0.04%
989
265
$80K 0.04%
1,424
-336
266
$79K 0.04%
1,505
+510
267
$78K 0.04%
1,073
268
$77K 0.04%
658
+49
269
$76K 0.04%
907
+142
270
$75K 0.04%
461
-83
271
$75K 0.04%
1,730
+1,117
272
$75K 0.04%
7,176
+492
273
$75K 0.04%
3,144
274
$74K 0.04%
507
-29
275
$74K 0.04%
541
-22
9 10
11
12 13