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
751
$4K ﹤0.01%
222
+85
752
$4K ﹤0.01%
108
753
$4K ﹤0.01%
120
754
$4K ﹤0.01%
148
+86
755
$4K ﹤0.01%
319
756
$4K ﹤0.01%
361
757
$4K ﹤0.01%
+111
758
$4K ﹤0.01%
+30
759
$4K ﹤0.01%
+157
760
$4K ﹤0.01%
467
+391
761
$4K ﹤0.01%
239
762
$4K ﹤0.01%
129
763
$4K ﹤0.01%
+400
764
$4K ﹤0.01%
71
765
$4K ﹤0.01%
+110
766
$4K ﹤0.01%
93
-43
767
$4K ﹤0.01%
40
+13
768
$4K ﹤0.01%
27
-17
769
$4K ﹤0.01%
259
770
$3K ﹤0.01%
+63
771
$3K ﹤0.01%
+400
772
$3K ﹤0.01%
+229
773
$3K ﹤0.01%
27
+15
774
$3K ﹤0.01%
+48
775
$3K ﹤0.01%
+27
29 30
31
32 33