MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
+$761K
2
+$381K
3
+$356K
4
WEC icon
WEC Energy
WEC
+$346K
5
DIS icon
Walt Disney
DIS
+$261K

Top Sells

1
+$1.17M
2
+$999K
3
+$593K
4
NVDA icon
NVIDIA
NVDA
+$572K
5
STZ icon
Constellation Brands
STZ
+$164K

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%
214
327
$7K ﹤0.01%
51
+28
328
$7K ﹤0.01%
+79
329
$7K ﹤0.01%
250
330
$7K ﹤0.01%
+85
331
$7K ﹤0.01%
142
332
$7K ﹤0.01%
+21
333
$7K ﹤0.01%
500
334
$7K ﹤0.01%
+25
335
$7K ﹤0.01%
+150
336
$7K ﹤0.01%
88
+32
337
$7K ﹤0.01%
365
338
$7K ﹤0.01%
389
+22
339
$7K ﹤0.01%
122
+19
340
$7K ﹤0.01%
+50
341
$7K ﹤0.01%
+200
342
$6K ﹤0.01%
+55
343
$6K ﹤0.01%
+18
344
$6K ﹤0.01%
+21
345
$6K ﹤0.01%
+39
346
$6K ﹤0.01%
+48
347
$6K ﹤0.01%
230
+2
348
$6K ﹤0.01%
+219
349
$6K ﹤0.01%
+8
350
$6K ﹤0.01%
203
12 13
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