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
301
$10K ﹤0.01%
+1,600
302
$10K ﹤0.01%
202
303
$10K ﹤0.01%
+523
304
$9K ﹤0.01%
+4
305
$9K ﹤0.01%
+67
306
$9K ﹤0.01%
+50
307
$9K ﹤0.01%
+101
308
$9K ﹤0.01%
200
309
$9K ﹤0.01%
278
+78
310
$9K ﹤0.01%
111
+1
311
$9K ﹤0.01%
40
-833
312
$9K ﹤0.01%
200
313
$9K ﹤0.01%
+100
314
$9K ﹤0.01%
+100
315
$9K ﹤0.01%
264
+102
316
$8K ﹤0.01%
+100
317
$8K ﹤0.01%
+300
318
$8K ﹤0.01%
263
+13
319
$8K ﹤0.01%
71
320
$8K ﹤0.01%
+100
321
$7K ﹤0.01%
+500
322
$7K ﹤0.01%
+27
323
$7K ﹤0.01%
+150
324
$7K ﹤0.01%
+80
325
$7K ﹤0.01%
400
11 12
13
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