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
826
$2K ﹤0.01%
+48
827
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+122
828
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+31
829
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+39
830
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7
831
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+22
832
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+52
833
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19
+4
834
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+38
835
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+235
836
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+72
837
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+120
838
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+31
839
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200
840
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56
841
$2K ﹤0.01%
146
+52
842
$2K ﹤0.01%
+28
843
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+42
844
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+126
845
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35
-33
846
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+20
847
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31
848
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14
-10
849
$2K ﹤0.01%
+40
850
$2K ﹤0.01%
+141
32 33
34
35 36