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
826
$2K ﹤0.01%
+48
827
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+122
828
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+22
829
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+31
830
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+39
831
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7
832
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833
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834
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835
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19
+4
836
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200
837
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146
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838
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+28
839
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+42
840
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+126
841
$2K ﹤0.01%
35
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842
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843
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844
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14
-10
845
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+40
846
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+141
847
$2K ﹤0.01%
40
+15
848
$2K ﹤0.01%
+170
849
$2K ﹤0.01%
+27
850
$2K ﹤0.01%
8
32 33
34
35 36