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
326
$7K ﹤0.01%
+100
327
$7K ﹤0.01%
214
328
$7K ﹤0.01%
88
+32
329
$7K ﹤0.01%
365
330
$7K ﹤0.01%
389
+22
331
$7K ﹤0.01%
122
+19
332
$7K ﹤0.01%
+50
333
$7K ﹤0.01%
+200
334
$7K ﹤0.01%
51
+28
335
$7K ﹤0.01%
+79
336
$7K ﹤0.01%
250
337
$7K ﹤0.01%
+85
338
$7K ﹤0.01%
142
339
$7K ﹤0.01%
+21
340
$7K ﹤0.01%
500
341
$7K ﹤0.01%
+25
342
$6K ﹤0.01%
+55
343
$6K ﹤0.01%
+18
344
$6K ﹤0.01%
45
345
$6K ﹤0.01%
+21
346
$6K ﹤0.01%
+39
347
$6K ﹤0.01%
+48
348
$6K ﹤0.01%
+8
349
$6K ﹤0.01%
203
350
$6K ﹤0.01%
+96
12 13
14
15 16