We are live on ! Find out more
MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $379M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
351
$6K ﹤0.01%
+100
352
$6K ﹤0.01%
45
353
$6K ﹤0.01%
+55
354
$6K ﹤0.01%
+18
355
$6K ﹤0.01%
100
356
$6K ﹤0.01%
+65
357
$6K ﹤0.01%
216
+30
358
$5K ﹤0.01%
+18
359
$5K ﹤0.01%
+20
360
$5K ﹤0.01%
+100
361
$5K ﹤0.01%
+112
362
$5K ﹤0.01%
319
+17
363
$5K ﹤0.01%
+12
364
$5K ﹤0.01%
+35
365
$5K ﹤0.01%
+26
366
$5K ﹤0.01%
+108
367
$5K ﹤0.01%
66
+26
368
$5K ﹤0.01%
+100
369
$5K ﹤0.01%
+22
370
$5K ﹤0.01%
+23
371
$5K ﹤0.01%
+79
372
$5K ﹤0.01%
212
373
$5K ﹤0.01%
85
+37
374
$5K ﹤0.01%
+33
375
$5K ﹤0.01%
+200
13 14
15
16 17