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
+$2.17M
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%
+68
827
$2K ﹤0.01%
+225
828
$2K ﹤0.01%
1,000
829
$2K ﹤0.01%
115
830
$2K ﹤0.01%
+48
831
$2K ﹤0.01%
+122
832
$2K ﹤0.01%
+22
833
$2K ﹤0.01%
+31
834
$2K ﹤0.01%
+39
835
$2K ﹤0.01%
7
836
$2K ﹤0.01%
+22
837
$2K ﹤0.01%
+158
838
$2K ﹤0.01%
+52
839
$2K ﹤0.01%
19
+4
840
$2K ﹤0.01%
+38
841
$2K ﹤0.01%
+235
842
$2K ﹤0.01%
+72
843
$2K ﹤0.01%
+120
844
$2K ﹤0.01%
+31
845
$2K ﹤0.01%
56
846
$2K ﹤0.01%
146
+52
847
$2K ﹤0.01%
+28
848
$2K ﹤0.01%
+42
849
$2K ﹤0.01%
+126
850
$2K ﹤0.01%
35
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32 33
34
35 36