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
326
$55K 0.03%
1,100
327
$54K 0.03%
+5,000
328
$54K 0.03%
1,220
-526
329
$54K 0.03%
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330
$54K 0.03%
496
331
$53K 0.03%
3,231
332
$53K 0.03%
305
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$53K 0.03%
1,240
334
$53K 0.03%
499
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335
$53K 0.03%
1,967
336
$53K 0.03%
1,265
+1,143
337
$52K 0.03%
+1,259
338
$52K 0.03%
493
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339
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1,529
+260
340
$51K 0.03%
1,088
341
$51K 0.03%
512
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342
$51K 0.03%
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343
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344
$51K 0.03%
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345
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745
-816
346
$49K 0.03%
876
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347
$49K 0.03%
5,932
348
$49K 0.03%
415
349
$48K 0.03%
1,082
+623
350
$48K 0.03%
1,510
+1,164
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