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
501
$21K 0.01%
196
502
$21K 0.01%
1,500
503
$21K 0.01%
1,640
504
$20K 0.01%
237
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505
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351
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506
$20K 0.01%
452
507
$20K 0.01%
389
+188
508
$20K 0.01%
149
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509
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6,289
510
$19K 0.01%
228
+1
511
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512
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292
513
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114
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514
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312
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515
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178
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516
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448
517
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433
518
$19K 0.01%
116
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519
$18K 0.01%
1,208
520
$18K 0.01%
873
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521
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384
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522
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325
523
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132
524
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528
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525
$17K 0.01%
2,120
+2,014
19 20
21
22 23