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
$223M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$366K
3
+$348K
4
DIS icon
Walt Disney
DIS
+$324K
5
WEC icon
WEC Energy
WEC
+$321K

Top Sells

1
+$1.25M
2
+$1.05M
3
+$656K
4
NVDA icon
NVIDIA
NVDA
+$558K
5
STZ icon
Constellation Brands
STZ
+$187K

Sector Composition

1 Technology 21.09%
2 Healthcare 5.09%
3 Financials 3.23%
4 Consumer Staples 2.25%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+24
477
$2K ﹤0.01%
+45
478
$2K ﹤0.01%
+57
479
$2K ﹤0.01%
+44
480
$2K ﹤0.01%
+27
481
$2K ﹤0.01%
+8
482
$2K ﹤0.01%
+14
483
$2K ﹤0.01%
+27
484
$2K ﹤0.01%
+61
485
$2K ﹤0.01%
+10
486
$2K ﹤0.01%
100
487
$2K ﹤0.01%
+8
488
$2K ﹤0.01%
+14
489
$2K ﹤0.01%
93
490
$2K ﹤0.01%
+8
491
$2K ﹤0.01%
+37
492
$2K ﹤0.01%
31
+22
493
$2K ﹤0.01%
+109
494
$2K ﹤0.01%
+11
495
$2K ﹤0.01%
+30
496
$2K ﹤0.01%
+18
497
$2K ﹤0.01%
+16
498
$2K ﹤0.01%
+18
499
$2K ﹤0.01%
+10
500
$2K ﹤0.01%
100
18 19
20
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