We are live on ! Find out more
MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $379M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$207K
3
+$98.5K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$94.8K
5
AAPL icon
Apple
AAPL
+$43.9K

Top Sells

1
+$546K
2
+$277K
3
+$200K
4
HOLX
Hologic
HOLX
+$191K
5
IXG icon
iShares Global Financials ETF
IXG
+$187K

Sector Composition

1 Technology 9.47%
2 Industrials 6.55%
3 Healthcare 5.18%
4 Financials 3.37%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
0
277
– –
-10
278
– –
-401
279
– –
-671
280
– –
-1,000
281
– –
-79
282
– –
-23
283
– –
-140
284
– –
-1,134
285
– –
-200
286
– –
-284
287
– –
-250
288
– –
-446
289
– –
-612
290
– –
-13
291
– –
-1,975
292
– –
-105
293
– –
-2,420
294
– –
-1,000
295
– –
-400
296
– –
-215
297
– –
-1,025
298
– –
-165
299
– –
-400
300
– –
-427
10 11
12
13 14