MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $376M
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.29M
3
+$3.23M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.37M
5
WTFC icon
Wintrust Financial
WTFC
+$292K

Top Sells

1
+$2.54M
2
+$798K
3
+$694K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$317K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$185K

Sector Composition

1 Technology 18.55%
2 Healthcare 5.06%
3 Financials 2.96%
4 Consumer Staples 2.14%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
+957
227
$13K 0.01%
+500
228
$13K 0.01%
+355
229
$13K 0.01%
+402
230
$13K 0.01%
+531
231
$13K 0.01%
+100
232
$13K 0.01%
+1,000
233
$12K 0.01%
+300
234
$12K 0.01%
+1,200
235
$12K 0.01%
+200
236
$12K 0.01%
+308
237
$12K 0.01%
+139
238
$12K 0.01%
+804
239
$12K 0.01%
+710
240
$11K 0.01%
+284
241
$11K 0.01%
+200
242
$11K 0.01%
+201
243
$11K 0.01%
+328
244
$11K 0.01%
+300
245
$11K 0.01%
+1,000
246
$11K 0.01%
+647
247
$11K 0.01%
+676
248
$10K 0.01%
+1,135
249
$10K 0.01%
+359
250
$10K 0.01%
+420
8 9
10
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