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%
+19
527
$1K ﹤0.01%
+3
528
$1K ﹤0.01%
+30
529
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+18
530
$1K ﹤0.01%
+7
531
$1K ﹤0.01%
+3
532
$1K ﹤0.01%
+11
533
$1K ﹤0.01%
+13
534
$1K ﹤0.01%
+62
535
$1K ﹤0.01%
+20
536
$1K ﹤0.01%
+30
537
$1K ﹤0.01%
+9
538
$1K ﹤0.01%
+6
539
$1K ﹤0.01%
+65
540
$1K ﹤0.01%
+8
541
$1K ﹤0.01%
+6
542
$1K ﹤0.01%
+15
543
$1K ﹤0.01%
+11
544
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+10
545
$1K ﹤0.01%
+6
546
$1K ﹤0.01%
15
547
$1K ﹤0.01%
+5
548
$1K ﹤0.01%
+71
549
$1K ﹤0.01%
+16
550
$1K ﹤0.01%
+41
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