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
676
$7K ﹤0.01%
126
+62
677
$7K ﹤0.01%
+131
678
$7K ﹤0.01%
1,092
679
$7K ﹤0.01%
455
680
$6K ﹤0.01%
228
681
$6K ﹤0.01%
+120
682
$6K ﹤0.01%
68
683
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79
-3
684
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685
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100
686
$6K ﹤0.01%
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687
$6K ﹤0.01%
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688
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689
$6K ﹤0.01%
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690
$6K ﹤0.01%
440
691
$6K ﹤0.01%
275
+185
692
$6K ﹤0.01%
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693
$6K ﹤0.01%
131
694
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72
+47
695
$6K ﹤0.01%
34
-24
696
$6K ﹤0.01%
+110
697
$6K ﹤0.01%
125
698
$6K ﹤0.01%
100
-16
699
$6K ﹤0.01%
+248
700
$6K ﹤0.01%
200
26 27
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29 30