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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
92
227
$23K 0.01%
300
228
$23K 0.01%
98
229
$22K 0.01%
500
230
$22K 0.01%
16
231
$22K 0.01%
115
232
$22K 0.01%
450
+405
233
$22K 0.01%
104
234
$22K 0.01%
100
235
$21K 0.01%
301
236
$20K 0.01%
353
237
$20K 0.01%
956
-1
238
$20K 0.01%
284
+1
239
$20K 0.01%
434
240
$20K 0.01%
235
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$20K 0.01%
83
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$20K 0.01%
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243
$19K 0.01%
402
244
$19K 0.01%
705
245
$19K 0.01%
312
246
$18K 0.01%
76
247
$18K 0.01%
350
-5
248
$17K 0.01%
397
-404
249
$17K 0.01%
147
250
$17K 0.01%
350
8 9
10
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