MLFP
MPS Loria Financial Planners Portfolio holdings
AUM
$389M
1-Year Est. Return
15.83%
This Fund
S&P 500
1 Year Est. Return
+15.83%
AUM
$193M
AUM Growth
+$6.59M
(+3.5%)
Holding
355
Top Buys
| 1 | +$277K | |
| 2 | +$94.7K | |
| 3 | +$89.5K | |
| 4 |
Johnson & Johnson
JNJ
|
+$75.8K |
| 5 |
Global X S&P 500 Catholic Values ETF
CATH
|
+$71.2K |
Top Sells
| 1 | +$3.25M | |
| 2 | +$2.95M | |
| 3 | +$1.11M | |
| 4 |
Jacobs Solutions
J
|
+$291K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$269K |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Healthcare | 5.07% |
| 3 | Financials | 2.95% |
| 4 | Consumer Staples | 2.42% |
| 5 | Consumer Discretionary | 1.96% |