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
251
$16K 0.01%
+100
252
$16K 0.01%
647
253
$16K 0.01%
705
+29
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%
+45
261
$15K 0.01%
+136
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%
200
9 10
11
12 13