MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.5M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11M
5
ITW icon
Illinois Tool Works
ITW
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.09%
2 Industrials 6.69%
3 Healthcare 5.33%
4 Financials 4.17%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
+685
252
$16K 0.01%
+400
253
$16K 0.01%
+990
254
$16K 0.01%
+550
255
$15K 0.01%
+200
256
$15K 0.01%
+284
257
$15K 0.01%
+214
258
$15K 0.01%
+795
259
$15K 0.01%
+201
260
$15K 0.01%
+135
261
$15K 0.01%
+804
262
$15K 0.01%
+300
263
$15K 0.01%
+402
264
$15K 0.01%
+504
265
$14K 0.01%
+100
266
$14K 0.01%
+230
267
$14K 0.01%
+710
268
$14K 0.01%
+557
269
$14K 0.01%
+1,222
270
$14K 0.01%
+1,025
271
$13K 0.01%
+300
272
$13K 0.01%
+500
273
$13K 0.01%
+250
274
$13K 0.01%
+1,000
275
$13K 0.01%
+100
9 10
11
12 13