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

Top Buys

1
+$761K
2
+$381K
3
+$356K
4
WEC icon
WEC Energy
WEC
+$346K
5
DIS icon
Walt Disney
DIS
+$261K

Top Sells

1
+$1.17M
2
+$999K
3
+$593K
4
NVDA icon
NVIDIA
NVDA
+$572K
5
STZ icon
Constellation Brands
STZ
+$164K

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
251
$16K 0.01%
647
252
$16K 0.01%
705
+29
253
$16K 0.01%
957
254
$16K 0.01%
235
+35
255
$16K 0.01%
355
256
$16K 0.01%
402
257
$16K 0.01%
+200
258
$15K 0.01%
271
+31
259
$15K 0.01%
1,508
-3,081
260
$15K 0.01%
+136
261
$15K 0.01%
+45
262
$15K 0.01%
147
+8
263
$15K 0.01%
557
264
$14K 0.01%
500
265
$14K 0.01%
345
+61
266
$14K 0.01%
371
267
$14K 0.01%
235
+34
268
$14K 0.01%
+239
269
$14K 0.01%
+120
270
$14K 0.01%
+30
271
$14K 0.01%
548
272
$14K 0.01%
130
+22
273
$14K 0.01%
200
274
$14K 0.01%
1,000
275
$13K 0.01%
+250
9 10
11
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