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
626
$9K ﹤0.01%
208
627
$9K ﹤0.01%
607
628
$9K ﹤0.01%
128
+8
629
$9K ﹤0.01%
260
-515
630
$9K ﹤0.01%
296
+153
631
$8K ﹤0.01%
+161
632
$8K ﹤0.01%
190
633
$8K ﹤0.01%
114
634
$8K ﹤0.01%
215
-215
635
$8K ﹤0.01%
75
636
$8K ﹤0.01%
660
+55
637
$8K ﹤0.01%
49
+4
638
$8K ﹤0.01%
312
639
$8K ﹤0.01%
+453
640
$8K ﹤0.01%
120
641
$8K ﹤0.01%
670
642
$8K ﹤0.01%
+500
643
$8K ﹤0.01%
249
+153
644
$8K ﹤0.01%
+1,137
645
$8K ﹤0.01%
1,473
646
$8K ﹤0.01%
201
-1
647
$8K ﹤0.01%
253
648
$8K ﹤0.01%
604
-1,600
649
$8K ﹤0.01%
236
650
$8K ﹤0.01%
345
24 25
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