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
+$2.17M
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
776
$3K ﹤0.01%
+63
777
$3K ﹤0.01%
+106
778
$3K ﹤0.01%
+89
779
$3K ﹤0.01%
116
780
$3K ﹤0.01%
41
781
$3K ﹤0.01%
147
782
$3K ﹤0.01%
18
783
$3K ﹤0.01%
104
+17
784
$3K ﹤0.01%
+414
785
$3K ﹤0.01%
+400
786
$3K ﹤0.01%
+229
787
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27
+15
788
$3K ﹤0.01%
23
789
$3K ﹤0.01%
55
790
$3K ﹤0.01%
+69
791
$3K ﹤0.01%
121
792
$3K ﹤0.01%
28
793
$3K ﹤0.01%
+13
794
$3K ﹤0.01%
+59
795
$3K ﹤0.01%
150
796
$3K ﹤0.01%
+100
797
$3K ﹤0.01%
73
-18
798
$3K ﹤0.01%
25
799
$3K ﹤0.01%
87
800
$3K ﹤0.01%
24
-11
30 31
32
33 34