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

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

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%
8
352
$5K ﹤0.01%
+500
353
$5K ﹤0.01%
200
354
$5K ﹤0.01%
+500
355
$4K ﹤0.01%
15
-36
356
$4K ﹤0.01%
167
357
$4K ﹤0.01%
59
358
$4K ﹤0.01%
22
359
$4K ﹤0.01%
20
360
$4K ﹤0.01%
100
-1
361
$4K ﹤0.01%
15
362
$4K ﹤0.01%
135
-195
363
$4K ﹤0.01%
13
364
$4K ﹤0.01%
32
-1
365
$4K ﹤0.01%
72
366
$4K ﹤0.01%
19
367
$4K ﹤0.01%
351
-172
368
$4K ﹤0.01%
200
369
$4K ﹤0.01%
300
370
$4K ﹤0.01%
71
371
$4K ﹤0.01%
116
372
$4K ﹤0.01%
71
373
$4K ﹤0.01%
23
374
$4K ﹤0.01%
296
375
$4K ﹤0.01%
151
13 14
15
16 17