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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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$210K
3
+$189K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$188K
5
SHW icon
Sherwin-Williams
SHW
+$162K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$930K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$922K

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
426
$2K ﹤0.01%
11
427
$2K ﹤0.01%
24
428
$2K ﹤0.01%
35
429
$2K ﹤0.01%
77
430
$2K ﹤0.01%
133
431
$2K ﹤0.01%
37
432
$2K ﹤0.01%
42
433
$2K ﹤0.01%
30
434
$2K ﹤0.01%
18
435
$2K ﹤0.01%
21
436
$2K ﹤0.01%
24
437
$2K ﹤0.01%
19
438
$2K ﹤0.01%
108
439
$2K ﹤0.01%
117
440
$2K ﹤0.01%
139
441
$2K ﹤0.01%
20
442
$2K ﹤0.01%
40
443
$2K ﹤0.01%
16
444
$2K ﹤0.01%
+2,428
445
$2K ﹤0.01%
12
-14
446
$2K ﹤0.01%
210
-1
447
$2K ﹤0.01%
38
448
$2K ﹤0.01%
57
449
$2K ﹤0.01%
57
450
$2K ﹤0.01%
45
16 17
18
19 20