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
$223M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$366K
3
+$348K
4
DIS icon
Walt Disney
DIS
+$324K
5
WEC icon
WEC Energy
WEC
+$321K

Top Sells

1
+$1.25M
2
+$1.05M
3
+$656K
4
NVDA icon
NVIDIA
NVDA
+$558K
5
STZ icon
Constellation Brands
STZ
+$187K

Sector Composition

1 Technology 21.09%
2 Healthcare 5.09%
3 Financials 3.23%
4 Consumer Staples 2.25%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
+1,019
227
$23K 0.01%
+98
228
$22K 0.01%
235
+1
229
$22K 0.01%
+100
230
$22K 0.01%
1,252
231
$22K 0.01%
422
+93
232
$22K 0.01%
91
233
$22K 0.01%
+1,000
234
$21K 0.01%
301
235
$20K 0.01%
500
236
$19K 0.01%
+16
237
$19K 0.01%
92
-196
238
$19K 0.01%
78
+55
239
$19K 0.01%
312
+112
240
$19K 0.01%
+370
241
$19K 0.01%
350
242
$18K 0.01%
353
+53
243
$18K 0.01%
+1,620
244
$18K 0.01%
104
+4
245
$18K 0.01%
123
+23
246
$17K 0.01%
+34
247
$17K 0.01%
+76
248
$17K 0.01%
283
+161
249
$17K 0.01%
434
+75
250
$16K 0.01%
957
8 9
10
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