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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
401
$0 ﹤0.01%
+4
402
$0 ﹤0.01%
+1
403
$0 ﹤0.01%
+13
404
0
405
$0 ﹤0.01%
+2
406
$0 ﹤0.01%
+18