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MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $379M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
+$761K
2
+$381K
3
+$356K
4
WEC icon
WEC Energy
WEC
+$346K
5
DIS icon
Walt Disney
DIS
+$261K

Top Sells

1
+$1.17M
2
+$999K
3
+$593K
4
NVDA icon
NVIDIA
NVDA
+$572K
5
STZ icon
Constellation Brands
STZ
+$164K

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
501
$2K ﹤0.01%
+40
502
$2K ﹤0.01%
+9
503
$2K ﹤0.01%
+10
504
$2K ﹤0.01%
+37
505
$2K ﹤0.01%
+21
506
$1K ﹤0.01%
+11
507
$1K ﹤0.01%
+6
508
$1K ﹤0.01%
+15
509
$1K ﹤0.01%
+10
510
$1K ﹤0.01%
+6
511
$1K ﹤0.01%
15
512
$1K ﹤0.01%
+5
513
$1K ﹤0.01%
+71
514
$1K ﹤0.01%
+16
515
$1K ﹤0.01%
+41
516
$1K ﹤0.01%
+13
517
$1K ﹤0.01%
+16
518
$1K ﹤0.01%
+15
519
$1K ﹤0.01%
50
520
$1K ﹤0.01%
+16
521
$1K ﹤0.01%
+16
522
$1K ﹤0.01%
+64
523
$1K ﹤0.01%
6
524
$1K ﹤0.01%
+26
525
$1K ﹤0.01%
+9
19 20
21
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