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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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$210K
3
+$189K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$188K
5
SHW icon
Sherwin-Williams
SHW
+$162K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$930K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$922K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
30
277
$12K 0.01%
200
278
$12K 0.01%
50
279
$12K 0.01%
100
280
$12K 0.01%
61
281
$12K 0.01%
1,000
282
$11K 0.01%
57
283
$11K 0.01%
1,600
284
$11K 0.01%
201
-1
285
$11K 0.01%
300
286
$11K 0.01%
906
287
$11K 0.01%
1,134
-1
288
$11K 0.01%
54
-100
289
$11K 0.01%
249
290
$10K ﹤0.01%
200
291
$10K ﹤0.01%
100
292
$10K ﹤0.01%
250
293
$10K ﹤0.01%
500
294
$10K ﹤0.01%
278
295
$10K ﹤0.01%
265
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296
$10K ﹤0.01%
250
297
$9K ﹤0.01%
41
-37
298
$9K ﹤0.01%
300
299
$9K ﹤0.01%
100
300
$9K ﹤0.01%
16
10 11
12
13 14