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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
$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%
151
+112
402
$3K ﹤0.01%
+70
403
$3K ﹤0.01%
+21
404
$3K ﹤0.01%
+16
405
$3K ﹤0.01%
+104
406
$3K ﹤0.01%
+100
407
$3K ﹤0.01%
133
408
$3K ﹤0.01%
+14
409
$3K ﹤0.01%
+30
410
$3K ﹤0.01%
+34
411
$3K ﹤0.01%
+52
412
$3K ﹤0.01%
+108
413
$3K ﹤0.01%
100
414
$3K ﹤0.01%
+44
415
$3K ﹤0.01%
+74
416
$3K ﹤0.01%
19
+17
417
$3K ﹤0.01%
+100
418
$3K ﹤0.01%
+45
419
$3K ﹤0.01%
+13
420
$3K ﹤0.01%
+17
421
$3K ﹤0.01%
+10
422
$3K ﹤0.01%
47
423
$3K ﹤0.01%
+131
424
$3K ﹤0.01%
+44
425
$3K ﹤0.01%
+23
15 16
17
18 19