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
601
$10K 0.01%
463
-147
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199
603
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604
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726
605
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+194
606
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607
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608
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271
609
$10K 0.01%
614
+114
610
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74
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611
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80
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612
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50
613
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72
+22
614
$9K ﹤0.01%
138
615
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616
$9K ﹤0.01%
108
617
$9K ﹤0.01%
35
618
$9K ﹤0.01%
112
619
$9K ﹤0.01%
142
-52
620
$9K ﹤0.01%
+2,490
621
$9K ﹤0.01%
+82
622
$9K ﹤0.01%
1,429
623
$9K ﹤0.01%
2,825
624
$9K ﹤0.01%
730
625
$9K ﹤0.01%
+150
23 24
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