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
276
$13K 0.01%
100
277
$13K 0.01%
977
+173
278
$13K 0.01%
710
279
$13K 0.01%
+250
280
$12K 0.01%
683
+96
281
$12K 0.01%
205
+5
282
$12K 0.01%
+51
283
$12K 0.01%
+105
284
$12K 0.01%
+61
285
$11K ﹤0.01%
+119
286
$11K ﹤0.01%
+70
287
$11K ﹤0.01%
100
288
$11K ﹤0.01%
250
289
$11K ﹤0.01%
300
290
$10K ﹤0.01%
906
291
$10K ﹤0.01%
1,135
292
$10K ﹤0.01%
16
+15
293
$10K ﹤0.01%
50
+23
294
$10K ﹤0.01%
249
+72
295
$10K ﹤0.01%
+57
296
$10K ﹤0.01%
+57
297
$10K ﹤0.01%
+108
298
$10K ﹤0.01%
300
299
$10K ﹤0.01%
+330
300
$10K ﹤0.01%
440
10 11
12
13 14