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
426
$3K ﹤0.01%
+16
427
$3K ﹤0.01%
+20
428
$3K ﹤0.01%
+44
429
$3K ﹤0.01%
+100
430
$3K ﹤0.01%
+23
431
$3K ﹤0.01%
+20
432
$3K ﹤0.01%
200
433
$3K ﹤0.01%
72
+15
434
$3K ﹤0.01%
+10
435
$3K ﹤0.01%
+46
436
$3K ﹤0.01%
+18
437
$3K ﹤0.01%
136
438
$3K ﹤0.01%
+22
439
$2K ﹤0.01%
100
440
$2K ﹤0.01%
+18
441
$2K ﹤0.01%
+117
442
$2K ﹤0.01%
+20
443
$2K ﹤0.01%
+24
444
$2K ﹤0.01%
+45
445
$2K ﹤0.01%
+57
446
$2K ﹤0.01%
+44
447
$2K ﹤0.01%
31
+22
448
$2K ﹤0.01%
+10
449
$2K ﹤0.01%
64
+1
450
$2K ﹤0.01%
+33
16 17
18
19 20