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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
$187M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$4.85M
3
+$2.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.29M
5
RTX icon
RTX Corp
RTX
+$275K

Top Sells

1
+$2.52M
2
+$747K
3
+$687K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$307K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$176K

Sector Composition

1 Technology 18.55%
2 Healthcare 5.06%
3 Financials 2.96%
4 Consumer Staples 2.14%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
+50
327
$1K ﹤0.01%
+129
328
$0 ﹤0.01%
+1
329
$0 ﹤0.01%
+1
330
– –
0
331
– –
0
332
$0 ﹤0.01%
+15
333
$0 ﹤0.01%
+13
334
$0 ﹤0.01%
+2
335
$0 ﹤0.01%
+37
336
$0 ﹤0.01%
+2
337
$0 ﹤0.01%
+3
338
$0 ﹤0.01%
+48
339
$0 ﹤0.01%
+100
340
$0 ﹤0.01%
+3
341
$0 ﹤0.01%
+100
342
$0 ﹤0.01%
+178
343
$0 ﹤0.01%
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344
– –
0
345
$0 ﹤0.01%
+64
346
$0 ﹤0.01%
+1
347
$0 ﹤0.01%
+3
348
$0 ﹤0.01%
+84
349
$0 ﹤0.01%
+62
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