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
401
$4K ﹤0.01%
+71
402
$3K ﹤0.01%
+70
403
$3K ﹤0.01%
+74
404
$3K ﹤0.01%
+45
405
$3K ﹤0.01%
+13
406
$3K ﹤0.01%
+17
407
$3K ﹤0.01%
+10
408
$3K ﹤0.01%
47
409
$3K ﹤0.01%
+131
410
$3K ﹤0.01%
+44
411
$3K ﹤0.01%
+78
412
$3K ﹤0.01%
19
+17
413
$3K ﹤0.01%
+29
414
$3K ﹤0.01%
+70
415
$3K ﹤0.01%
+21
416
$3K ﹤0.01%
+16
417
$3K ﹤0.01%
+104
418
$3K ﹤0.01%
+100
419
$3K ﹤0.01%
133
420
$3K ﹤0.01%
+14
421
$3K ﹤0.01%
+30
422
$3K ﹤0.01%
+34
423
$3K ﹤0.01%
+52
424
$3K ﹤0.01%
+108
425
$3K ﹤0.01%
100
15 16
17
18 19