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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
22
477
$1K ﹤0.01%
45
478
$1K ﹤0.01%
9
479
$1K ﹤0.01%
10
480
$1K ﹤0.01%
64
481
$1K ﹤0.01%
89
482
$1K ﹤0.01%
8
483
$1K ﹤0.01%
28
484
$1K ﹤0.01%
36
485
$1K ﹤0.01%
24
486
$1K ﹤0.01%
16
487
$1K ﹤0.01%
49
488
$1K ﹤0.01%
63
489
$1K ﹤0.01%
4
490
$1K ﹤0.01%
18
491
$1K ﹤0.01%
19
492
$1K ﹤0.01%
30
493
$1K ﹤0.01%
7
494
$1K ﹤0.01%
15
495
$1K ﹤0.01%
11
496
$1K ﹤0.01%
71
497
$1K ﹤0.01%
16
498
$1K ﹤0.01%
41
499
$1K ﹤0.01%
13
500
$1K ﹤0.01%
16
18 19
20
21 22