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
76
$459K 0.25%
2,934
-99
77
$455K 0.25%
5,343
+28
78
$442K 0.24%
2,067
+1,426
79
$440K 0.24%
4,422
-237
80
$432K 0.23%
5,573
+5,231
81
$427K 0.23%
6,330
+131
82
$413K 0.22%
9,343
+2,631
83
$393K 0.21%
8,215
-5,949
84
$392K 0.21%
7,548
+438
85
$390K 0.21%
2,045
+33
86
$386K 0.21%
6,608
+1,954
87
$384K 0.21%
7,320
-1,731
88
$376K 0.2%
9,220
+2,292
89
$367K 0.2%
9,773
+50
90
$364K 0.2%
5,859
-30
91
$363K 0.2%
3,305
+10
92
$361K 0.2%
8,704
+197
93
$359K 0.2%
1,733
+9
94
$344K 0.19%
1,828
+86
95
$344K 0.19%
5,327
-5,336
96
$340K 0.18%
4,298
-54
97
$337K 0.18%
2,580
-315
98
$335K 0.18%
5,370
+4
99
$333K 0.18%
20,337
+40
100
$329K 0.18%
3,188
-27
2 3
4
5 6