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
501
$1K ﹤0.01%
15
502
$1K ﹤0.01%
50
503
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32
504
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16
505
$1K ﹤0.01%
9
-110
506
$1K ﹤0.01%
16
507
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508
$1K ﹤0.01%
6
509
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510
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511
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9
512
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9
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515
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38
516
$1K ﹤0.01%
16
517
$1K ﹤0.01%
5
518
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519
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520
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521
$1K ﹤0.01%
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522
$1K ﹤0.01%
500
523
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100
524
$1K ﹤0.01%
8
525
$1K ﹤0.01%
12
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