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
276
$6K ﹤0.01%
+214
277
$6K ﹤0.01%
+200
278
$6K ﹤0.01%
+161
279
$6K ﹤0.01%
+250
280
$5K ﹤0.01%
+23
281
$5K ﹤0.01%
+27
282
$5K ﹤0.01%
+226
283
$5K ﹤0.01%
+400
284
$5K ﹤0.01%
+185
285
$5K ﹤0.01%
+103
286
$4K ﹤0.01%
+319
287
$4K ﹤0.01%
+125
288
$4K ﹤0.01%
+302
289
$4K ﹤0.01%
+45
290
$4K ﹤0.01%
+367
291
$4K ﹤0.01%
+44
292
$3K ﹤0.01%
+23
293
$3K ﹤0.01%
+40
294
$3K ﹤0.01%
+167
295
$3K ﹤0.01%
+392
296
$3K ﹤0.01%
+100
297
$3K ﹤0.01%
+296
298
$3K ﹤0.01%
+24
299
$3K ﹤0.01%
+101
300
$3K ﹤0.01%
+53
10 11
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