MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
526
$1K ﹤0.01%
+31
527
$1K ﹤0.01%
+36
528
$1K ﹤0.01%
+16
529
$1K ﹤0.01%
+49
530
$1K ﹤0.01%
+63
531
$1K ﹤0.01%
166
532
$1K ﹤0.01%
+26
533
$1K ﹤0.01%
100
534
$1K ﹤0.01%
+19
535
$1K ﹤0.01%
+6
536
$1K ﹤0.01%
11
+8
537
$1K ﹤0.01%
+6
538
$1K ﹤0.01%
100
539
$1K ﹤0.01%
+24
540
$1K ﹤0.01%
+91
541
$1K ﹤0.01%
+9
542
$1K ﹤0.01%
+11
543
$1K ﹤0.01%
+4
544
$1K ﹤0.01%
+10
545
$1K ﹤0.01%
+5
546
$1K ﹤0.01%
+13
547
$1K ﹤0.01%
+6
548
$1K ﹤0.01%
+18
549
$1K ﹤0.01%
+23
550
$1K ﹤0.01%
3
20 21
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