We are live on ! Find out more
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
$140M
AUM Growth
-$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$207K
3
+$98.5K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$94.8K
5
AAPL icon
Apple
AAPL
+$43.9K

Top Sells

1
+$546K
2
+$277K
3
+$200K
4
HOLX
Hologic
HOLX
+$191K
5
IXG icon
iShares Global Financials ETF
IXG
+$187K

Sector Composition

1 Technology 9.47%
2 Industrials 6.55%
3 Healthcare 5.18%
4 Financials 3.37%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-201
377
– –
-200
378
– –
-40
379
– –
-105
380
– –
-8
381
– –
-3,914
382
– –
-500
383
– –
-100
384
– –
-500
385
– –
-139
386
– –
-296
387
– –
-684
388
– –
-760
389
– –
-395
390
– –
-812
391
– –
-5,000
392
– –
-44
393
– –
-36
394
– –
-18
395
– –
-302
396
– –
-320
397
– –
-644
398
– –
-489
399
– –
-1,146
400
– –
-980
13 14 15
16
17