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
126
$237K 0.13%
2,155
-426
127
$232K 0.13%
7,000
128
$229K 0.12%
7,178
129
$228K 0.12%
3,716
+218
130
$227K 0.12%
2,617
+11
131
$224K 0.12%
4,432
-374
132
$221K 0.12%
9,620
133
$218K 0.12%
646
-69
134
$214K 0.12%
3,272
+541
135
$213K 0.12%
4,703
+129
136
$213K 0.12%
2,682
137
$212K 0.12%
6,584
+26
138
$210K 0.11%
3,596
139
$207K 0.11%
16,240
-104
140
$206K 0.11%
31,900
-2,650
141
$204K 0.11%
4,235
+2,160
142
$203K 0.11%
19,760
-2,505
143
$197K 0.11%
5,034
+4,022
144
$197K 0.11%
5,230
-1,186
145
$195K 0.11%
3,076
-114
146
$192K 0.1%
3,088
-14
147
$192K 0.1%
5,750
148
$192K 0.1%
887
+32
149
$191K 0.1%
583
+216
150
$191K 0.1%
11,984
+48
4 5
6
7 8