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
951
– –
-39
952
– –
-97
953
– –
-695
954
– –
-200
955
– –
-10
956
– –
-16
957
– –
-1,135
958
$0 ﹤0.01%
1
959
$0 ﹤0.01%
5
960
– –
-21
961
$0 ﹤0.01%
+20
962
– –
-211
963
– –
-3
964
– –
-2,000
965
– –
-41
966
– –
-82
967
$0 ﹤0.01%
20
968
$0 ﹤0.01%
12
969
– –
-17
970
– –
-21
971
– –
-36
972
– –
-25
973
$0 ﹤0.01%
+2
974
– –
0
975
$0 ﹤0.01%
+17
37 38
39
40 41