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
176
$152K 0.08%
7,044
-2,696
177
$151K 0.08%
1,008
+423
178
$151K 0.08%
1,870
-125
179
$151K 0.08%
981
+297
180
$150K 0.08%
2,695
181
$148K 0.08%
1,986
+386
182
$145K 0.08%
2,320
-29
183
$145K 0.08%
538
184
$144K 0.08%
4,109
+2,625
185
$139K 0.08%
1,647
+30
186
$138K 0.08%
2,276
+2,137
187
$138K 0.08%
12,410
+50
188
$138K 0.08%
638
+273
189
$135K 0.07%
1,678
+487
190
$134K 0.07%
4,040
191
$134K 0.07%
8,350
192
$133K 0.07%
1,766
193
$133K 0.07%
1,027
+26
194
$132K 0.07%
2,150
+2
195
$130K 0.07%
6,491
196
$130K 0.07%
700
-17
197
$130K 0.07%
1,453
+91
198
$129K 0.07%
2,149
+1
199
$129K 0.07%
1,969
+379
200
$126K 0.07%
2,706
6 7
8
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