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
776
$3K ﹤0.01%
+48
777
$3K ﹤0.01%
+27
778
$3K ﹤0.01%
+54
779
$3K ﹤0.01%
+63
780
$3K ﹤0.01%
+106
781
$3K ﹤0.01%
+89
782
$3K ﹤0.01%
116
783
$3K ﹤0.01%
41
784
$3K ﹤0.01%
147
785
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18
786
$3K ﹤0.01%
104
+17
787
$3K ﹤0.01%
+414
788
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55
789
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+69
790
$3K ﹤0.01%
121
791
$3K ﹤0.01%
28
792
$3K ﹤0.01%
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793
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794
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150
795
$3K ﹤0.01%
+100
796
$3K ﹤0.01%
73
-18
797
$3K ﹤0.01%
25
798
$3K ﹤0.01%
23
799
$3K ﹤0.01%
87
800
$3K ﹤0.01%
24
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30 31
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33 34