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
26
$1.35M 0.73%
8,247
-155
27
$1.25M 0.68%
15,732
-140
28
$1.22M 0.66%
23,700
+1,500
29
$1.2M 0.65%
9,535
+1,735
30
$1.12M 0.61%
50,635
31
$1.11M 0.6%
11,751
-235
32
$1.08M 0.59%
11,356
+90
33
$1.06M 0.58%
20,420
-10,440
34
$1.05M 0.57%
8,822
+139
35
$1.05M 0.57%
31,285
+589
36
$998K 0.54%
5,438
-333
37
$992K 0.54%
9,821
38
$958K 0.52%
5,996
+55
39
$955K 0.52%
5,359
+290
40
$926K 0.5%
17,940
-332
41
$875K 0.48%
15,398
+163
42
$875K 0.48%
11,362
-102
43
$874K 0.47%
7,665
-50
44
$852K 0.46%
7,403
+4,852
45
$841K 0.46%
26,476
+453
46
$830K 0.45%
19,341
-648
47
$823K 0.45%
5,608
+671
48
$801K 0.44%
15,769
+225
49
$767K 0.42%
9,602
-1,120
50
$757K 0.41%
7,534
+95
1
2
3 4 5