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
526
$17K 0.01%
337
527
$17K 0.01%
217
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528
$17K 0.01%
411
529
$17K 0.01%
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$17K 0.01%
301
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531
$17K 0.01%
128
532
$17K 0.01%
575
533
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775
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534
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1,000
-1,000
535
$17K 0.01%
600
536
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537
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1,305
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538
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539
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540
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300
541
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$16K 0.01%
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543
$15K 0.01%
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544
$15K 0.01%
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546
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288
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548
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258
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549
$15K 0.01%
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550
$15K 0.01%
343
+3
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