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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
451
$2K ﹤0.01%
+18
452
$2K ﹤0.01%
+21
453
$2K ﹤0.01%
+16
454
$2K ﹤0.01%
+24
455
$2K ﹤0.01%
392
456
$2K ﹤0.01%
+40
457
$2K ﹤0.01%
+19
458
$2K ﹤0.01%
64
+1
459
$2K ﹤0.01%
+33
460
$2K ﹤0.01%
17
461
$2K ﹤0.01%
211
+79
462
$2K ﹤0.01%
25
+16
463
$2K ﹤0.01%
+38
464
$2K ﹤0.01%
+57
465
$2K ﹤0.01%
+20
466
$2K ﹤0.01%
+45
467
$2K ﹤0.01%
+57
468
$2K ﹤0.01%
+44
469
$2K ﹤0.01%
+27
470
$2K ﹤0.01%
+8
471
$2K ﹤0.01%
+14
472
$2K ﹤0.01%
+27
473
$2K ﹤0.01%
+61
474
$2K ﹤0.01%
+10
475
$2K ﹤0.01%
100
17 18
19
20 21