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
401
$3K ﹤0.01%
70
402
$3K ﹤0.01%
78
403
$3K ﹤0.01%
16
404
$3K ﹤0.01%
104
405
$3K ﹤0.01%
14
406
$3K ﹤0.01%
41
-258
407
$3K ﹤0.01%
27
408
$3K ﹤0.01%
33
409
$3K ﹤0.01%
44
410
$3K ﹤0.01%
13
411
$3K ﹤0.01%
17
412
$3K ﹤0.01%
131
413
$3K ﹤0.01%
15
-25
414
$3K ﹤0.01%
+2,200
415
$3K ﹤0.01%
22
416
$3K ﹤0.01%
100
417
$2K ﹤0.01%
+2,684
418
$2K ﹤0.01%
108
419
$2K ﹤0.01%
44
420
$2K ﹤0.01%
27
421
$2K ﹤0.01%
22
-98
422
$2K ﹤0.01%
100
423
$2K ﹤0.01%
8
424
$2K ﹤0.01%
+2,428
425
$2K ﹤0.01%
10
15 16
17
18 19