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
726
$5K ﹤0.01%
191
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%
+103
737
$5K ﹤0.01%
200
738
$5K ﹤0.01%
200
739
$5K ﹤0.01%
100
740
$5K ﹤0.01%
+42
741
$5K ﹤0.01%
92
742
$5K ﹤0.01%
84
+61
743
$4K ﹤0.01%
27
+19
744
$4K ﹤0.01%
54
+6
745
$4K ﹤0.01%
119
746
$4K ﹤0.01%
29
+21
747
$4K ﹤0.01%
404
748
$4K ﹤0.01%
200
749
$4K ﹤0.01%
33
750
$4K ﹤0.01%
80
28 29
30
31 32