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
801
$3K ﹤0.01%
16
802
$3K ﹤0.01%
+18
803
$3K ﹤0.01%
+107
804
$3K ﹤0.01%
26
+7
805
$3K ﹤0.01%
+29
806
$3K ﹤0.01%
163
807
$3K ﹤0.01%
87
-5
808
$3K ﹤0.01%
625
809
$3K ﹤0.01%
171
810
$2K ﹤0.01%
+158
811
$2K ﹤0.01%
+22
812
$2K ﹤0.01%
37
813
$2K ﹤0.01%
29
-300
814
$2K ﹤0.01%
8
-20
815
$2K ﹤0.01%
+23
816
$2K ﹤0.01%
63
817
$2K ﹤0.01%
+13
818
$2K ﹤0.01%
+35
819
$2K ﹤0.01%
+137
820
$2K ﹤0.01%
40
821
$2K ﹤0.01%
+61
822
$2K ﹤0.01%
+68
823
$2K ﹤0.01%
+225
824
$2K ﹤0.01%
1,000
825
$2K ﹤0.01%
115
31 32
33
34 35