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
651
$8K ﹤0.01%
213
652
$8K ﹤0.01%
323
653
$8K ﹤0.01%
319
654
$8K ﹤0.01%
82
+22
655
$7K ﹤0.01%
29
+21
656
$7K ﹤0.01%
155
-43
657
$7K ﹤0.01%
68
-52
658
$7K ﹤0.01%
+200
659
$7K ﹤0.01%
394
660
$7K ﹤0.01%
37
-9
661
$7K ﹤0.01%
206
662
$7K ﹤0.01%
62
+50
663
$7K ﹤0.01%
240
664
$7K ﹤0.01%
194
665
$7K ﹤0.01%
30
666
$7K ﹤0.01%
258
+56
667
$7K ﹤0.01%
+215
668
$7K ﹤0.01%
213
-36
669
$7K ﹤0.01%
245
+6
670
$7K ﹤0.01%
+1,148
671
$7K ﹤0.01%
188
-86
672
$7K ﹤0.01%
415
673
$7K ﹤0.01%
146
674
$7K ﹤0.01%
+193
675
$7K ﹤0.01%
140
+58
25 26
27
28 29