PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$2.17M
2
+$865K
3
+$821K
4
MAN icon
ManpowerGroup
MAN
+$599K
5
MU icon
Micron Technology
MU
+$483K

Top Sells

1
+$1.51M
2
+$966K
3
+$779K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$579K
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
726
$5K ﹤0.01%
174
+62
727
$5K ﹤0.01%
+250
728
$5K ﹤0.01%
90
729
$5K ﹤0.01%
592
730
$5K ﹤0.01%
72
731
$5K ﹤0.01%
56
-61
732
$5K ﹤0.01%
106
733
$5K ﹤0.01%
118
734
$5K ﹤0.01%
66
+5
735
$5K ﹤0.01%
+296
736
$5K ﹤0.01%
200
737
$5K ﹤0.01%
100
738
$5K ﹤0.01%
+42
739
$5K ﹤0.01%
92
740
$5K ﹤0.01%
84
+61
741
$5K ﹤0.01%
+103
742
$5K ﹤0.01%
200
743
$4K ﹤0.01%
93
-43
744
$4K ﹤0.01%
+400
745
$4K ﹤0.01%
71
746
$4K ﹤0.01%
+110
747
$4K ﹤0.01%
40
+13
748
$4K ﹤0.01%
27
-17
749
$4K ﹤0.01%
259
750
$4K ﹤0.01%
129
28 29
30
31 32