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
451
$27K 0.01%
499
-17
452
$27K 0.01%
300
453
$27K 0.01%
78
+2
454
$27K 0.01%
400
-100
455
$27K 0.01%
484
456
$27K 0.01%
205
-120
457
$26K 0.01%
1,275
458
$26K 0.01%
+1,000
459
$26K 0.01%
750
460
$26K 0.01%
474
+59
461
$26K 0.01%
+236
462
$26K 0.01%
1,000
463
$25K 0.01%
312
464
$25K 0.01%
1,500
465
$24K 0.01%
388
466
$24K 0.01%
507
+35
467
$24K 0.01%
176
+6
468
$24K 0.01%
166
469
$24K 0.01%
583
-125
470
$24K 0.01%
198
471
$24K 0.01%
2,062
472
$24K 0.01%
+1,500
473
$23K 0.01%
108
474
$23K 0.01%
827
475
$23K 0.01%
642
17 18
19
20 21