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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$13.4M
3
+$12.1M
4
AMLP icon
Alerian MLP ETF
AMLP
+$11.4M
5
ITW icon
Illinois Tool Works
ITW
+$6.74M

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%
+15
377
$1K ﹤0.01%
+29
378
$1K ﹤0.01%
+6
379
$1K ﹤0.01%
+8
380
$1K ﹤0.01%
+40
381
$1K ﹤0.01%
+48
382
$1K ﹤0.01%
+178
383
$1K ﹤0.01%
+100
384
$1K ﹤0.01%
+10
385
$0 ﹤0.01%
+1
386
$0 ﹤0.01%
+1
387
– –
0
388
$0 ﹤0.01%
+2
389
$0 ﹤0.01%
+18
390
$0 ﹤0.01%
+4
391
– –
0
392
$0 ﹤0.01%
+62
393
$0 ﹤0.01%
+5
394
$0 ﹤0.01%
+1
395
$0 ﹤0.01%
+13
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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