PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
801
$3K ﹤0.01%
104
+17
802
$3K ﹤0.01%
+414
803
$3K ﹤0.01%
23
804
$3K ﹤0.01%
+69
805
$3K ﹤0.01%
121
806
$3K ﹤0.01%
87
807
$3K ﹤0.01%
16
808
$3K ﹤0.01%
+18
809
$3K ﹤0.01%
+107
810
$2K ﹤0.01%
+17
811
$2K ﹤0.01%
254
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