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

Top Buys

1
+$791K
2
+$366K
3
+$348K
4
DIS icon
Walt Disney
DIS
+$324K
5
WEC icon
WEC Energy
WEC
+$321K

Top Sells

1
+$1.25M
2
+$1.05M
3
+$656K
4
NVDA icon
NVIDIA
NVDA
+$558K
5
STZ icon
Constellation Brands
STZ
+$187K

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%
+116
377
$4K ﹤0.01%
167
378
$4K ﹤0.01%
+100
379
$4K ﹤0.01%
+59
380
$4K ﹤0.01%
+27
381
$4K ﹤0.01%
+71
382
$4K ﹤0.01%
+13
383
$4K ﹤0.01%
101
384
$4K ﹤0.01%
+59
385
$4K ﹤0.01%
+15
386
$4K ﹤0.01%
33
+29
387
$4K ﹤0.01%
125
388
$4K ﹤0.01%
296
389
$4K ﹤0.01%
151
+112
390
$4K ﹤0.01%
+43
391
$4K ﹤0.01%
+17
392
$4K ﹤0.01%
+11
393
$4K ﹤0.01%
82
+67
394
$4K ﹤0.01%
+50
395
$4K ﹤0.01%
+14
396
$4K ﹤0.01%
101
+1
397
$4K ﹤0.01%
+20
398
$4K ﹤0.01%
+19
399
$4K ﹤0.01%
+200
400
$4K ﹤0.01%
+300
14 15
16
17 18