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
151
$190K 0.1%
5,170
152
$189K 0.1%
4,846
153
$187K 0.1%
906
+35
154
$186K 0.1%
2,121
+490
155
$185K 0.1%
1,537
156
$183K 0.1%
11,276
157
$182K 0.1%
1,171
-24
158
$181K 0.1%
2,084
159
$180K 0.1%
2,460
+80
160
$179K 0.1%
12,352
161
$179K 0.1%
6,000
162
$179K 0.1%
4,132
-350
163
$177K 0.1%
1,130
+475
164
$173K 0.09%
3,930
165
$172K 0.09%
3,300
166
$172K 0.09%
2,277
-566
167
$171K 0.09%
1,454
+1,044
168
$165K 0.09%
2,131
-20
169
$165K 0.09%
11,100
170
$164K 0.09%
2,261
+577
171
$163K 0.09%
1,268
-246
172
$161K 0.09%
3,946
+1,150
173
$159K 0.09%
2,399
+46
174
$156K 0.08%
1,040
+30
175
$153K 0.08%
1,360
5 6
7
8 9