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
101
$328K 0.18%
5,540
+2,199
102
$327K 0.18%
5,003
-256
103
$322K 0.17%
1,456
+179
104
$321K 0.17%
9,648
-790
105
$317K 0.17%
5,483
+1,013
106
$315K 0.17%
7,547
-526
107
$311K 0.17%
1,823
+506
108
$305K 0.17%
4,471
+370
109
$305K 0.17%
2,272
+45
110
$304K 0.17%
4,241
+540
111
$299K 0.16%
1
112
$296K 0.16%
3,087
-544
113
$296K 0.16%
6,469
+171
114
$292K 0.16%
10,592
+1,234
115
$281K 0.15%
1,906
+669
116
$278K 0.15%
3,373
-1,788
117
$277K 0.15%
7,026
118
$256K 0.14%
15,893
-200
119
$247K 0.13%
10,300
+3,495
120
$246K 0.13%
5,772
121
$245K 0.13%
2,553
+1,017
122
$244K 0.13%
10,836
123
$242K 0.13%
14,700
+2,865
124
$240K 0.13%
2,121
+1,448
125
$238K 0.13%
1,786
+9
3 4
5
6 7