PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
+$2.17M
2
+$865K
3
+$821K
4
MAN icon
ManpowerGroup
MAN
+$599K
5
MU icon
Micron Technology
MU
+$483K

Top Sells

1
+$1.51M
2
+$966K
3
+$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$579K
5
GGB icon
Gerdau
GGB
+$401K

Sector Composition

1 Technology 8.71%
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%
575
527
$17K 0.01%
2,120
+2,014
528
$17K 0.01%
337
529
$17K 0.01%
217
-12,063
530
$17K 0.01%
411
531
$17K 0.01%
264
+3
532
$17K 0.01%
301
+9
533
$17K 0.01%
775
+47
534
$17K 0.01%
1,000
-1,000
535
$17K 0.01%
600
536
$16K 0.01%
235
537
$16K 0.01%
1,305
+6
538
$16K 0.01%
+1,000
539
$16K 0.01%
100
+8
540
$16K 0.01%
300
541
$16K 0.01%
+160
542
$16K 0.01%
274
543
$15K 0.01%
48
544
$15K 0.01%
2,301
+301
545
$15K 0.01%
1,000
546
$15K 0.01%
158
547
$15K 0.01%
288
+126
548
$15K 0.01%
258
+20
549
$15K 0.01%
+140
550
$15K 0.01%
343
+3
20 21
22
23 24