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
$285M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$445K
3
+$285K
4
EFX icon
Equifax
EFX
+$233K
5
ROP icon
Roper Technologies
ROP
+$224K

Top Sells

1
+$288K
2
+$201K
3
+$200K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$181K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$123K

Sector Composition

1 Technology 22.42%
2 Healthcare 4.76%
3 Financials 2.3%
4 Consumer Staples 1.46%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.36%
14,102
27
$998K 0.35%
2,495
-1
28
$986K 0.35%
39,720
-1,733
29
$921K 0.32%
3,115
-342
30
$894K 0.31%
8,943
+25
31
$892K 0.31%
17,665
+47
32
$883K 0.31%
2,548
+6
33
$691K 0.24%
4,900
34
$655K 0.23%
6,362
35
$639K 0.22%
2,154
-4
36
$553K 0.19%
6,569
+30
37
$537K 0.19%
12,285
+301
38
$532K 0.19%
1,100
39
$504K 0.18%
3,438
+10
40
$459K 0.16%
6,330
+29
41
$421K 0.15%
864
-95
42
$415K 0.15%
8,380
+120
43
$413K 0.15%
4,571
+53
44
$402K 0.14%
2,245
+4
45
$400K 0.14%
2,446
+41
46
$388K 0.14%
4,181
-2,162
47
$373K 0.13%
7,098
48
$370K 0.13%
4,392
+8
49
$367K 0.13%
9,727
-367
50
$358K 0.13%
1,151
-93
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2
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