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
451
$2K ﹤0.01%
22
-98
452
$2K ﹤0.01%
27
453
$2K ﹤0.01%
61
454
$2K ﹤0.01%
100
455
$2K ﹤0.01%
8
456
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14
457
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31
458
$2K ﹤0.01%
18
459
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16
460
$2K ﹤0.01%
10
461
$2K ﹤0.01%
+258
462
$2K ﹤0.01%
+2,428
463
$2K ﹤0.01%
10
464
$2K ﹤0.01%
47
465
$2K ﹤0.01%
10
466
$2K ﹤0.01%
109
467
$2K ﹤0.01%
11
468
$2K ﹤0.01%
21
469
$1K ﹤0.01%
15
470
$1K ﹤0.01%
10
471
$1K ﹤0.01%
17
472
$1K ﹤0.01%
64
473
$1K ﹤0.01%
89
474
$1K ﹤0.01%
8
475
$1K ﹤0.01%
30
17 18
19
20 21