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
451
$2K ﹤0.01%
17
452
$2K ﹤0.01%
+27
453
$2K ﹤0.01%
+61
454
$2K ﹤0.01%
+10
455
$2K ﹤0.01%
+16
456
$2K ﹤0.01%
+18
457
$2K ﹤0.01%
+10
458
$2K ﹤0.01%
100
459
$2K ﹤0.01%
+11
460
$2K ﹤0.01%
+37
461
$2K ﹤0.01%
+21
462
$2K ﹤0.01%
+81
463
$2K ﹤0.01%
+20
464
$2K ﹤0.01%
+14
465
$2K ﹤0.01%
+4
466
$2K ﹤0.01%
+6
467
$2K ﹤0.01%
+11
468
$2K ﹤0.01%
+17
469
$2K ﹤0.01%
+24
470
$2K ﹤0.01%
137
471
$2K ﹤0.01%
+35
472
$2K ﹤0.01%
+77
473
$2K ﹤0.01%
+32
474
$2K ﹤0.01%
42
+27
475
$2K ﹤0.01%
+14
17 18
19
20 21