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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$13.4M
3
+$12.1M
4
AMLP icon
Alerian MLP ETF
AMLP
+$11.4M
5
ITW icon
Illinois Tool Works
ITW
+$6.74M

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
276
$12K 0.01%
+300
277
$12K 0.01%
+644
278
$12K 0.01%
+208
279
$12K 0.01%
+335
280
$12K 0.01%
+202
281
$12K 0.01%
+400
282
$12K 0.01%
+150
283
$12K 0.01%
+300
284
$12K 0.01%
+200
285
$12K 0.01%
+984
286
$12K 0.01%
+79
287
$11K 0.01%
+77
288
$11K 0.01%
+139
289
$11K 0.01%
+395
290
$11K 0.01%
+201
291
$11K 0.01%
+102
292
$10K 0.01%
+300
293
$10K 0.01%
+302
294
$10K 0.01%
+12
295
$10K 0.01%
+402
296
$10K 0.01%
+180
297
$10K 0.01%
+427
298
$9K 0.01%
+190
299
$9K 0.01%
+200
300
$9K 0.01%
+250
10 11
12
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