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
201
$125K 0.07%
3,610
202
$124K 0.07%
5,069
203
$124K 0.07%
1,521
+129
204
$123K 0.07%
1,626
+496
205
$122K 0.07%
1,335
206
$121K 0.07%
760
+257
207
$121K 0.07%
5,480
+117
208
$120K 0.07%
2,701
+529
209
$118K 0.06%
2,702
+617
210
$118K 0.06%
2,046
+278
211
$116K 0.06%
2,529
212
$115K 0.06%
4,686
+4,652
213
$114K 0.06%
1,667
+134
214
$114K 0.06%
1,798
215
$111K 0.06%
1,795
-199
216
$110K 0.06%
3,019
+304
217
$109K 0.06%
2,042
+78
218
$109K 0.06%
1,874
219
$109K 0.06%
1,878
-33
220
$108K 0.06%
4,929
-2,377
221
$106K 0.06%
660
+25
222
$104K 0.06%
1,758
223
$104K 0.06%
1,496
+1,383
224
$103K 0.06%
1,392
+22
225
$103K 0.06%
1,881
7 8
9
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