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
+$2.08M
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 8.71%
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
701
$6K ﹤0.01%
43
-700
702
$6K ﹤0.01%
325
-156
703
$5K ﹤0.01%
8
704
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+50
705
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191
706
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+250
707
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376
708
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+142
709
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75
+23
710
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60
+11
711
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128
712
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25
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202
714
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715
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189
716
$5K ﹤0.01%
43
+18
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$5K ﹤0.01%
73
718
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+171
719
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108
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$5K ﹤0.01%
349
-108
721
$5K ﹤0.01%
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722
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183
+62
723
$5K ﹤0.01%
121
-74
724
$5K ﹤0.01%
2,000
725
$5K ﹤0.01%
376
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