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
251
$10K 0.01%
+100
252
$10K 0.01%
+300
253
$9K ﹤0.01%
+200
254
$9K ﹤0.01%
+202
255
$9K ﹤0.01%
+200
256
$9K ﹤0.01%
+107
257
$9K ﹤0.01%
+200
258
$8K ﹤0.01%
+906
259
$8K ﹤0.01%
+200
260
$8K ﹤0.01%
+100
261
$8K ﹤0.01%
+142
262
$8K ﹤0.01%
+203
263
$8K ﹤0.01%
+110
264
$7K ﹤0.01%
+250
265
$7K ﹤0.01%
+298
266
$7K ﹤0.01%
+250
267
$7K ﹤0.01%
+200
268
$7K ﹤0.01%
+154
269
$7K ﹤0.01%
+364
270
$7K ﹤0.01%
+70
271
$6K ﹤0.01%
+48
272
$6K ﹤0.01%
+121
273
$6K ﹤0.01%
+172
274
$6K ﹤0.01%
+500
275
$6K ﹤0.01%
+44