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
$146M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$243K
3
+$220K
4
HOLX icon
Hologic
HOLX
+$214K
5
WM icon
Waste Management
WM
+$210K

Top Sells

1
+$840K
2
+$461K
3
+$369K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$288K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 9.94%
2 Industrials 7.22%
3 Healthcare 5.44%
4 Financials 2.64%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$688K 0.47%
+25,047
27
$634K 0.43%
27,643
-1,373
28
$585K 0.4%
7,876
+6
29
$567K 0.39%
11,590
-168
30
$552K 0.38%
5,010
-109
31
$542K 0.37%
10,360
32
$536K 0.37%
6,674
-219
33
$524K 0.36%
4,870
34
$516K 0.35%
3,313
+6
35
$486K 0.33%
1,822
+3
36
$472K 0.32%
12,263
-123
37
$458K 0.31%
5,888
+25
38
$451K 0.31%
13,111
+69
39
$450K 0.31%
8,656
-928
40
$440K 0.3%
2,791
+4
41
$437K 0.3%
6,012
+17
42
$427K 0.29%
2,736
+6
43
$386K 0.26%
9,012
+38
44
$375K 0.26%
2,398
45
$374K 0.26%
2,175
-375
46
$370K 0.25%
1,817
+201
47
$364K 0.25%
12,821
-359
48
$345K 0.24%
7,057
-245
49
$345K 0.24%
3,264
+22
50
$342K 0.23%
3,200
+11
1
2
3 4