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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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.5M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11M
5
ITW icon
Illinois Tool Works
ITW
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.09%
2 Industrials 6.69%
3 Healthcare 5.33%
4 Financials 4.17%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K 0.01%
+271
302
$9K 0.01%
+1,000
303
$8K 0.01%
+102
304
$8K 0.01%
+705
305
$8K 0.01%
+332
306
$8K 0.01%
+214
307
$8K 0.01%
+201
308
$8K 0.01%
+105
309
$8K 0.01%
+95
310
$8K 0.01%
+105
311
$7K ﹤0.01%
+250
312
$7K ﹤0.01%
+200
313
$7K ﹤0.01%
+500
314
$7K ﹤0.01%
+143
315
$7K ﹤0.01%
+234
316
$7K ﹤0.01%
+10
317
$7K ﹤0.01%
+300
318
$7K ﹤0.01%
+165
319
$7K ﹤0.01%
+203
320
$6K ﹤0.01%
+446
321
$6K ﹤0.01%
+140
322
$6K ﹤0.01%
+500
323
$6K ﹤0.01%
+400
324
$6K ﹤0.01%
+151
325
$6K ﹤0.01%
+62
11 12
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