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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$210K
3
+$189K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$188K
5
SHW icon
Sherwin-Williams
SHW
+$162K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$930K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$922K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
53
352
$5K ﹤0.01%
33
353
$5K ﹤0.01%
+500
354
$5K ﹤0.01%
200
355
$4K ﹤0.01%
20
356
$4K ﹤0.01%
15
-36
357
$4K ﹤0.01%
116
358
$4K ﹤0.01%
167
359
$4K ﹤0.01%
59
360
$4K ﹤0.01%
22
361
$4K ﹤0.01%
71
362
$4K ﹤0.01%
23
363
$4K ﹤0.01%
296
364
$4K ﹤0.01%
151
365
$4K ﹤0.01%
11
366
$4K ﹤0.01%
82
367
$4K ﹤0.01%
50
368
$4K ﹤0.01%
14
369
$4K ﹤0.01%
101
370
$4K ﹤0.01%
70
371
$4K ﹤0.01%
100
-1
372
$4K ﹤0.01%
15
373
$4K ﹤0.01%
135
-195
374
$4K ﹤0.01%
13
375
$4K ﹤0.01%
32
-1
13 14
15
16 17