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

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

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
451
$2K ﹤0.01%
117
452
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139
453
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20
454
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40
455
$2K ﹤0.01%
16
456
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12
-14
457
$2K ﹤0.01%
210
-1
458
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38
459
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57
460
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461
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45
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61
463
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465
$2K ﹤0.01%
18
466
$2K ﹤0.01%
+258
467
$2K ﹤0.01%
16
468
$2K ﹤0.01%
10
469
$1K ﹤0.01%
26
470
$1K ﹤0.01%
6
471
$1K ﹤0.01%
24
472
$1K ﹤0.01%
6
473
$1K ﹤0.01%
10
474
$1K ﹤0.01%
17
475
$1K ﹤0.01%
137
17 18
19
20 21