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
51
$738K 0.4%
6,156
+3,284
52
$735K 0.4%
27,313
-1,910
53
$732K 0.4%
6,309
54
$715K 0.39%
13,404
-3,351
55
$707K 0.38%
11,801
+60
56
$693K 0.38%
9,294
+362
57
$655K 0.36%
19,568
-3
58
$641K 0.35%
5,646
+1
59
$626K 0.34%
3,572
-440
60
$621K 0.34%
8,908
+278
61
$607K 0.33%
5,839
+229
62
$566K 0.31%
4,085
+161
63
$542K 0.29%
3,862
+517
64
$540K 0.29%
10,359
+10,090
65
$539K 0.29%
4,420
66
$534K 0.29%
15,641
+363
67
$524K 0.28%
17,658
+768
68
$512K 0.28%
17,078
+2,293
69
$496K 0.27%
14,795
-149
70
$494K 0.27%
1,674
71
$492K 0.27%
11,082
+6,321
72
$489K 0.27%
4,194
-91
73
$487K 0.26%
7,980
-43
74
$482K 0.26%
10,589
+10,056
75
$463K 0.25%
10,662
+101
1 2
3
4 5