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
851
$2K ﹤0.01%
40
+15
852
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+170
853
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+27
854
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8
855
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+27
856
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+30
857
$2K ﹤0.01%
159
+102
858
$2K ﹤0.01%
+35
859
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22
860
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187
861
$2K ﹤0.01%
3
862
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+21
863
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+26
864
$2K ﹤0.01%
+42
865
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7
-2
866
$2K ﹤0.01%
16
867
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+53
868
$2K ﹤0.01%
25
-56
869
$2K ﹤0.01%
+100
870
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15
871
$2K ﹤0.01%
31
-699
872
$2K ﹤0.01%
63
+30
873
$2K ﹤0.01%
35
874
$2K ﹤0.01%
49
875
$2K ﹤0.01%
37
-339
33 34
35
36 37