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
501
$2K ﹤0.01%
+37
502
$2K ﹤0.01%
+109
503
$2K ﹤0.01%
+11
504
$2K ﹤0.01%
+30
505
$2K ﹤0.01%
+18
506
$1K ﹤0.01%
+15
507
$1K ﹤0.01%
+20
508
$1K ﹤0.01%
+53
509
$1K ﹤0.01%
11
+8
510
$1K ﹤0.01%
+13
511
$1K ﹤0.01%
+5
512
$1K ﹤0.01%
+18
513
$1K ﹤0.01%
+20
514
$1K ﹤0.01%
+23
515
$1K ﹤0.01%
+6
516
$1K ﹤0.01%
+3
517
$1K ﹤0.01%
+11
518
$1K ﹤0.01%
+14
519
$1K ﹤0.01%
+6
520
$1K ﹤0.01%
+15
521
$1K ﹤0.01%
+11
522
$1K ﹤0.01%
+10
523
$1K ﹤0.01%
+6
524
$1K ﹤0.01%
15
525
$1K ﹤0.01%
+64
19 20
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