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
851
$2K ﹤0.01%
+27
852
$2K ﹤0.01%
+30
853
$2K ﹤0.01%
164
+105
854
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+35
855
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22
856
$2K ﹤0.01%
187
857
$2K ﹤0.01%
3
858
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+21
859
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+26
860
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+42
861
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7
-2
862
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16
863
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+53
864
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25
-56
865
$2K ﹤0.01%
+100
866
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15
867
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63
+30
868
$2K ﹤0.01%
35
869
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49
870
$2K ﹤0.01%
37
-339
871
$2K ﹤0.01%
9
-1
872
$2K ﹤0.01%
59
873
$2K ﹤0.01%
+38
874
$2K ﹤0.01%
+235
875
$2K ﹤0.01%
+72
33 34
35
36 37