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
301
$9K ﹤0.01%
100
302
$9K ﹤0.01%
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303
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304
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262
-1
305
$8K ﹤0.01%
104
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306
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100
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50
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$8K ﹤0.01%
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$8K ﹤0.01%
389
317
$7K ﹤0.01%
+143
318
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51
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321
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322
$7K ﹤0.01%
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-1
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$7K ﹤0.01%
500
324
$7K ﹤0.01%
200
325
$7K ﹤0.01%
27
11 12
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14 15