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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
$223M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$381K
3
+$356K
4
WEC icon
WEC Energy
WEC
+$346K
5
DIS icon
Walt Disney
DIS
+$261K

Top Sells

1
+$1.17M
2
+$999K
3
+$593K
4
NVDA icon
NVIDIA
NVDA
+$572K
5
STZ icon
Constellation Brands
STZ
+$164K

Sector Composition

1 Technology 21.09%
2 Healthcare 5.09%
3 Financials 3.23%
4 Consumer Staples 2.25%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
+71
377
$4K ﹤0.01%
+17
378
$4K ﹤0.01%
+11
379
$4K ﹤0.01%
82
+67
380
$4K ﹤0.01%
+50
381
$4K ﹤0.01%
+14
382
$4K ﹤0.01%
101
+1
383
$4K ﹤0.01%
+20
384
$4K ﹤0.01%
+13
385
$4K ﹤0.01%
101
386
$4K ﹤0.01%
+43
387
$4K ﹤0.01%
+116
388
$4K ﹤0.01%
167
389
$4K ﹤0.01%
+100
390
$4K ﹤0.01%
+59
391
$4K ﹤0.01%
+27
392
$4K ﹤0.01%
+59
393
$4K ﹤0.01%
+15
394
$4K ﹤0.01%
33
+29
395
$4K ﹤0.01%
+19
396
$4K ﹤0.01%
+200
397
$4K ﹤0.01%
+300
398
$4K ﹤0.01%
+71
399
$4K ﹤0.01%
125
400
$4K ﹤0.01%
296
14 15
16
17 18