MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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%
20
427
$2K ﹤0.01%
40
428
$2K ﹤0.01%
16
429
$2K ﹤0.01%
12
-14
430
$2K ﹤0.01%
210
-1
431
$2K ﹤0.01%
38
432
$2K ﹤0.01%
+258
433
$2K ﹤0.01%
+2,428
434
$2K ﹤0.01%
10
435
$2K ﹤0.01%
47
436
$2K ﹤0.01%
10
437
$2K ﹤0.01%
109
438
$2K ﹤0.01%
11
439
$2K ﹤0.01%
21
440
$2K ﹤0.01%
81
441
$2K ﹤0.01%
21
442
$2K ﹤0.01%
20
443
$2K ﹤0.01%
14
444
$2K ﹤0.01%
4
445
$2K ﹤0.01%
6
446
$2K ﹤0.01%
100
447
$2K ﹤0.01%
11
448
$2K ﹤0.01%
24
449
$2K ﹤0.01%
35
450
$2K ﹤0.01%
77
16 17
18
19 20