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
901
$1K ﹤0.01%
+85
902
$1K ﹤0.01%
10
903
$1K ﹤0.01%
13
+4
904
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+92
905
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14
906
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68
907
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+17
908
$1K ﹤0.01%
10
909
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+15
910
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53
911
$1K ﹤0.01%
+29
912
$1K ﹤0.01%
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913
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14
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914
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4
-2
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26
916
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+10
917
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918
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16
920
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+14
921
$1K ﹤0.01%
25
922
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20
923
$1K ﹤0.01%
5
924
$1K ﹤0.01%
48
-180
925
$1K ﹤0.01%
19
35 36
37
38 39