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
301
$64K 0.03%
227
+27
302
$64K 0.03%
405
303
$64K 0.03%
7,538
+1,480
304
$63K 0.03%
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305
$61K 0.03%
427
306
$61K 0.03%
957
+126
307
$61K 0.03%
2,700
308
$61K 0.03%
278
-42
309
$60K 0.03%
370
310
$60K 0.03%
1,000
311
$59K 0.03%
1,259
+94
312
$59K 0.03%
5,168
313
$59K 0.03%
3,528
-612
314
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315
$59K 0.03%
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316
$58K 0.03%
852
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317
$58K 0.03%
1,411
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318
$58K 0.03%
957
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319
$58K 0.03%
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$57K 0.03%
203
321
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1,795
322
$57K 0.03%
310
323
$57K 0.03%
1,493
+15
324
$56K 0.03%
3,009
+576
325
$55K 0.03%
870
11 12
13
14 15