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
826
$2K ﹤0.01%
+61
827
$2K ﹤0.01%
+68
828
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+225
829
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1,000
830
$2K ﹤0.01%
115
831
$2K ﹤0.01%
+48
832
$2K ﹤0.01%
+122
833
$2K ﹤0.01%
+22
834
$2K ﹤0.01%
+31
835
$2K ﹤0.01%
+39
836
$2K ﹤0.01%
7
837
$2K ﹤0.01%
+22
838
$2K ﹤0.01%
+158
839
$2K ﹤0.01%
+52
840
$2K ﹤0.01%
19
+4
841
$2K ﹤0.01%
+38
842
$2K ﹤0.01%
+235
843
$2K ﹤0.01%
+72
844
$2K ﹤0.01%
+120
845
$2K ﹤0.01%
+31
846
$2K ﹤0.01%
56
847
$2K ﹤0.01%
146
+52
848
$2K ﹤0.01%
+28
849
$2K ﹤0.01%
+42
850
$2K ﹤0.01%
+126
32 33
34
35 36