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
$218M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.17M
3
+$68.8K
4
UNH icon
UnitedHealth
UNH
+$28.5K
5
WMT icon
Walmart
WMT
+$21K

Top Sells

1
+$384K
2
+$230K
3
+$208K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$182K
5
AAPL icon
Apple
AAPL
+$151K

Sector Composition

1 Technology 22.54%
2 Healthcare 5.22%
3 Financials 2.3%
4 Communication Services 2.05%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.35%
2,128
27
$756K 0.35%
37,080
-1,225
28
$679K 0.31%
12,579
-287
29
$657K 0.3%
6,454
-1
30
$602K 0.28%
4,520
31
$578K 0.26%
6,555
+22
32
$576K 0.26%
3,004
+98
33
$551K 0.25%
2,765
+5
34
$550K 0.25%
2,283
+5
35
$532K 0.24%
9,056
-1,144
36
$520K 0.24%
2,253
37
$501K 0.23%
1,250
38
$482K 0.22%
6,006
+22
39
$458K 0.21%
3,279
+2
40
$449K 0.21%
7,900
-2
41
$444K 0.2%
7,472
-157
42
$419K 0.19%
3,709
43
$418K 0.19%
1,441
-10
44
$407K 0.19%
8,763
+453
45
$396K 0.18%
9,227
+131
46
$365K 0.17%
6,278
+20
47
$356K 0.16%
2,390
+3
48
$351K 0.16%
2,420
+3
49
$338K 0.15%
555
+113
50
$338K 0.15%
4,312
-1
1
2
3 4