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
376
$42K 0.02%
2,407
377
$42K 0.02%
+818
378
$42K 0.02%
644
+60
379
$42K 0.02%
+936
380
$42K 0.02%
7,597
-3,492
381
$42K 0.02%
382
+77
382
$41K 0.02%
1,850
383
$41K 0.02%
273
-30
384
$41K 0.02%
332
385
$41K 0.02%
1,618
+698
386
$40K 0.02%
180
+80
387
$40K 0.02%
708
-284
388
$40K 0.02%
2,250
389
$40K 0.02%
464
390
$40K 0.02%
2,275
391
$40K 0.02%
1,440
392
$40K 0.02%
1,750
393
$39K 0.02%
475
-126
394
$39K 0.02%
1,383
395
$39K 0.02%
1,667
396
$39K 0.02%
2,001
397
$39K 0.02%
2,616
+153
398
$39K 0.02%
542
+23
399
$39K 0.02%
790
400
$39K 0.02%
+2,431
14 15
16
17 18