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
376
$1K ﹤0.01%
+48
377
$1K ﹤0.01%
+178
378
$1K ﹤0.01%
+100
379
$1K ﹤0.01%
+37
380
$1K ﹤0.01%
+10
381
$1K ﹤0.01%
+74
382
$1K ﹤0.01%
+121
383
$1K ﹤0.01%
+123
384
– –
0
385
$0 ﹤0.01%
+4
386
$0 ﹤0.01%
+1
387
$0 ﹤0.01%
+1
388
– –
0
389
$0 ﹤0.01%
+62
390
$0 ﹤0.01%
+5
391
$0 ﹤0.01%
+1
392
$0 ﹤0.01%
+13
393
– –
0
394
$0 ﹤0.01%
+2
395
$0 ﹤0.01%
+18
396
$0 ﹤0.01%
+6
397
$0 ﹤0.01%
+9
398
$0 ﹤0.01%
+17
399
$0 ﹤0.01%
+4
400
$0 ﹤0.01%
+4
13 14 15
16
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