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
351
$48K 0.03%
441
+379
352
$47K 0.03%
905
-60
353
$47K 0.03%
921
354
$46K 0.03%
464
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355
$46K 0.03%
1,132
356
$46K 0.03%
407
357
$46K 0.03%
1,830
358
$46K 0.03%
180
359
$46K 0.03%
1,169
-320
360
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538
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361
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267
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362
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2,339
+115
363
$44K 0.02%
718
364
$44K 0.02%
370
365
$44K 0.02%
588
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366
$44K 0.02%
1,031
367
$43K 0.02%
2,214
+1,662
368
$43K 0.02%
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369
$43K 0.02%
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370
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1,441
372
$43K 0.02%
181
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373
$43K 0.02%
451
374
$43K 0.02%
847
+218
375
$42K 0.02%
297
-10
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15
16 17