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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.5M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11M
5
ITW icon
Illinois Tool Works
ITW
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.09%
2 Industrials 6.69%
3 Healthcare 5.33%
4 Financials 4.17%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+100
352
$2K ﹤0.01%
+23
353
$2K ﹤0.01%
+40
354
$2K ﹤0.01%
+100
355
$2K ﹤0.01%
+137
356
$2K ﹤0.01%
+100
357
$2K ﹤0.01%
+500
358
$2K ﹤0.01%
+101
359
$2K ﹤0.01%
+100
360
$2K ﹤0.01%
+100
361
$2K ﹤0.01%
+76
362
$2K ﹤0.01%
+82
363
$2K ﹤0.01%
+101
364
$1K ﹤0.01%
+44
365
$1K ﹤0.01%
+36
366
$1K ﹤0.01%
+14
367
$1K ﹤0.01%
+4
368
$1K ﹤0.01%
+15
369
$1K ﹤0.01%
+29
370
$1K ﹤0.01%
+408
371
$1K ﹤0.01%
+6
372
$1K ﹤0.01%
+8
373
$1K ﹤0.01%
+500
374
$1K ﹤0.01%
+40
375
$1K ﹤0.01%
+8
13 14
15
16 17