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
876
$2K ﹤0.01%
35
877
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9
-1
878
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59
879
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200
880
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+63
881
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882
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883
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884
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885
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1
886
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-10
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888
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889
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11
-56
890
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17
891
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892
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30
893
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894
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+28
895
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15
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+4
897
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6
-3
898
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32
899
$1K ﹤0.01%
+28
900
– –
0
34 35
36
37 38