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
401
$39K 0.02%
1,241
+179
402
$38K 0.02%
750
-650
403
$38K 0.02%
753
+73
404
$38K 0.02%
2,188
+4
405
$37K 0.02%
387
+45
406
$37K 0.02%
18
-14
407
$37K 0.02%
505
-42
408
$37K 0.02%
+814
409
$37K 0.02%
654
410
$36K 0.02%
6,200
+3,640
411
$36K 0.02%
3,378
+24
412
$35K 0.02%
3,138
413
$35K 0.02%
376
+26
414
$35K 0.02%
420
415
$35K 0.02%
338
+10
416
$35K 0.02%
183
417
$34K 0.02%
567
418
$34K 0.02%
568
-500
419
$33K 0.02%
264
420
$33K 0.02%
400
-371
421
$33K 0.02%
95
+16
422
$33K 0.02%
836
+266
423
$32K 0.02%
+233
424
$32K 0.02%
1,050
425
$32K 0.02%
1,670
15 16
17
18 19