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
426
$32K 0.02%
372
427
$32K 0.02%
1,507
+400
428
$31K 0.02%
+1,750
429
$31K 0.02%
134
-11
430
$31K 0.02%
442
431
$31K 0.02%
+400
432
$30K 0.02%
1,672
+53
433
$30K 0.02%
309
434
$30K 0.02%
306
435
$30K 0.02%
1,128
-94
436
$30K 0.02%
1,000
437
$30K 0.02%
528
+36
438
$29K 0.02%
310
439
$29K 0.02%
588
+34
440
$29K 0.02%
+1,000
441
$29K 0.02%
1,468
442
$29K 0.02%
765
443
$29K 0.02%
1,300
444
$28K 0.02%
567
445
$28K 0.02%
24
446
$28K 0.02%
2,325
447
$27K 0.01%
683
+633
448
$27K 0.01%
232
449
$27K 0.01%
560
450
$27K 0.01%
1,513
16 17
18
19 20