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

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

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%
489
-194
277
$12K 0.01%
50
278
$12K 0.01%
100
279
$12K 0.01%
61
280
$12K 0.01%
200
281
$12K 0.01%
1,000
282
$11K 0.01%
201
-1
283
$11K 0.01%
300
284
$11K 0.01%
906
285
$11K 0.01%
1,134
-1
286
$11K 0.01%
54
-100
287
$11K 0.01%
249
288
$11K 0.01%
57
289
$11K 0.01%
1,600
290
$10K ﹤0.01%
100
291
$10K ﹤0.01%
250
292
$10K ﹤0.01%
500
293
$10K ﹤0.01%
278
294
$10K ﹤0.01%
265
+1
295
$10K ﹤0.01%
200
296
$10K ﹤0.01%
250
297
$9K ﹤0.01%
41
-37
298
$9K ﹤0.01%
300
299
$9K ﹤0.01%
4
300
$9K ﹤0.01%
70
-1
10 11
12
13 14