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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
$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%
+37
377
$1K ﹤0.01%
+10
378
$1K ﹤0.01%
+74
379
$1K ﹤0.01%
+121
380
$1K ﹤0.01%
+123
381
$1K ﹤0.01%
+36
382
– –
0
383
$1K ﹤0.01%
+15
384
$1K ﹤0.01%
+29
385
$0 ﹤0.01%
+1
386
$0 ﹤0.01%
+1
387
– –
0
388
$0 ﹤0.01%
+62
389
$0 ﹤0.01%
+5
390
$0 ﹤0.01%
+6
391
$0 ﹤0.01%
+9
392
$0 ﹤0.01%
+17
393
$0 ﹤0.01%
+4
394
$0 ﹤0.01%
+4
395
$0 ﹤0.01%
+31
396
$0 ﹤0.01%
+16
397
– –
0
398
$0 ﹤0.01%
+132
399
$0 ﹤0.01%
+6
400
$0 ﹤0.01%
+100
13 14 15
16
17