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
351
$6K ﹤0.01%
230
+2
352
$6K ﹤0.01%
+219
353
$6K ﹤0.01%
+53
354
$6K ﹤0.01%
+100
355
$6K ﹤0.01%
100
356
$6K ﹤0.01%
216
+30
357
$6K ﹤0.01%
+65
358
$5K ﹤0.01%
+112
359
$5K ﹤0.01%
66
+26
360
$5K ﹤0.01%
+100
361
$5K ﹤0.01%
+22
362
$5K ﹤0.01%
+23
363
$5K ﹤0.01%
+18
364
$5K ﹤0.01%
+20
365
$5K ﹤0.01%
+100
366
$5K ﹤0.01%
319
+17
367
$5K ﹤0.01%
+12
368
$5K ﹤0.01%
+35
369
$5K ﹤0.01%
+26
370
$5K ﹤0.01%
+108
371
$5K ﹤0.01%
+79
372
$5K ﹤0.01%
53
373
$5K ﹤0.01%
85
+37
374
$5K ﹤0.01%
+33
375
$5K ﹤0.01%
+200
13 14
15
16 17