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
526
$1K ﹤0.01%
6
527
$1K ﹤0.01%
+26
528
$1K ﹤0.01%
+9
529
$1K ﹤0.01%
+9
530
$1K ﹤0.01%
+49
531
$1K ﹤0.01%
+5
532
$1K ﹤0.01%
+5
533
$1K ﹤0.01%
+22
534
$1K ﹤0.01%
+6
535
$1K ﹤0.01%
+8
536
$1K ﹤0.01%
+7
537
$1K ﹤0.01%
+15
538
$1K ﹤0.01%
+89
539
$1K ﹤0.01%
+26
540
$1K ﹤0.01%
+1
541
$1K ﹤0.01%
+11
542
$1K ﹤0.01%
+31
543
$1K ﹤0.01%
+36
544
$1K ﹤0.01%
+16
545
$1K ﹤0.01%
+49
546
$1K ﹤0.01%
+63
547
$1K ﹤0.01%
166
548
$1K ﹤0.01%
+23
549
$1K ﹤0.01%
3
550
$1K ﹤0.01%
+34
20 21
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