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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
11
377
$4K ﹤0.01%
82
378
$4K ﹤0.01%
50
379
$4K ﹤0.01%
14
380
$4K ﹤0.01%
101
381
$4K ﹤0.01%
70
382
$4K ﹤0.01%
136
383
$3K ﹤0.01%
74
384
$3K ﹤0.01%
19
385
$3K ﹤0.01%
59
386
$3K ﹤0.01%
100
387
$3K ﹤0.01%
52
388
$3K ﹤0.01%
392
389
$3K ﹤0.01%
100
390
$3K ﹤0.01%
17
391
$3K ﹤0.01%
16
392
$3K ﹤0.01%
+624
393
$3K ﹤0.01%
20
394
$3K ﹤0.01%
200
395
$3K ﹤0.01%
46
396
$3K ﹤0.01%
+307
397
$3K ﹤0.01%
44
398
$3K ﹤0.01%
23
399
$3K ﹤0.01%
29
400
$3K ﹤0.01%
43
14 15
16
17 18