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
$266M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$335K
3
+$304K
4
META icon
Meta Platforms (Facebook)
META
+$265K
5
EFX icon
Equifax
EFX
+$220K

Top Sells

1
+$1.25M
2
+$544K
3
+$231K
4
ONB icon
Old National Bancorp
ONB
+$154K
5
ABT icon
Abbott
ABT
+$143K

Sector Composition

1 Technology 24.13%
2 Healthcare 4.77%
3 Financials 2.25%
4 Consumer Staples 1.67%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$917K 0.34%
8,552
-974
27
$914K 0.34%
7,634
+30
28
$909K 0.34%
17,573
-16
29
$831K 0.31%
2,250
+2
30
$826K 0.31%
41,100
-177
31
$795K 0.3%
2,559
+8
32
$678K 0.25%
2,756
-100
33
$641K 0.24%
2,147
+6
34
$617K 0.23%
6,362
35
$593K 0.22%
4,900
36
$574K 0.22%
6,508
+29
37
$530K 0.2%
3,494
+2
38
$500K 0.19%
+11,820
39
$486K 0.18%
1,100
40
$479K 0.18%
11,665
-116
41
$459K 0.17%
6,315
+343
42
$458K 0.17%
6,278
+1
43
$427K 0.16%
4,355
-66
44
$422K 0.16%
959
+145
45
$405K 0.15%
4,537
+9
46
$390K 0.15%
10,480
-168
47
$388K 0.15%
2,237
+3
48
$380K 0.14%
10,357
+27
49
$372K 0.14%
7,098
+6
50
$364K 0.14%
1,389
-38
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2
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