MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
401
$4K ﹤0.01%
+71
402
$3K ﹤0.01%
+78
403
$3K ﹤0.01%
72
+15
404
$3K ﹤0.01%
+10
405
$3K ﹤0.01%
+29
406
$3K ﹤0.01%
+70
407
$3K ﹤0.01%
+21
408
$3K ﹤0.01%
+16
409
$3K ﹤0.01%
+104
410
$3K ﹤0.01%
+100
411
$3K ﹤0.01%
133
412
$3K ﹤0.01%
+14
413
$3K ﹤0.01%
+30
414
$3K ﹤0.01%
+34
415
$3K ﹤0.01%
+52
416
$3K ﹤0.01%
+108
417
$3K ﹤0.01%
100
418
$3K ﹤0.01%
+16
419
$3K ﹤0.01%
+20
420
$3K ﹤0.01%
+44
421
$3K ﹤0.01%
+70
422
$3K ﹤0.01%
+74
423
$3K ﹤0.01%
19
+17
424
$3K ﹤0.01%
+100
425
$3K ﹤0.01%
+45
15 16
17
18 19