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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
426
$3K ﹤0.01%
+20
427
$3K ﹤0.01%
200
428
$3K ﹤0.01%
72
+15
429
$3K ﹤0.01%
+10
430
$3K ﹤0.01%
+46
431
$3K ﹤0.01%
+18
432
$3K ﹤0.01%
+22
433
$3K ﹤0.01%
+29
434
$3K ﹤0.01%
+70
435
$3K ﹤0.01%
+78
436
$3K ﹤0.01%
+16
437
$3K ﹤0.01%
+20
438
$3K ﹤0.01%
136
439
$2K ﹤0.01%
+117
440
$2K ﹤0.01%
+81
441
$2K ﹤0.01%
+20
442
$2K ﹤0.01%
+14
443
$2K ﹤0.01%
+4
444
$2K ﹤0.01%
+6
445
$2K ﹤0.01%
100
446
$2K ﹤0.01%
+11
447
$2K ﹤0.01%
+17
448
$2K ﹤0.01%
+24
449
$2K ﹤0.01%
137
450
$2K ﹤0.01%
+14
16 17
18
19 20