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MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $379M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
+$1.99M
2
+$210K
3
+$189K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$188K
5
SHW icon
Sherwin-Williams
SHW
+$162K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$930K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$922K

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
526
$1K ﹤0.01%
18
527
$1K ﹤0.01%
23
528
$1K ﹤0.01%
3
529
$1K ﹤0.01%
11
530
$1K ﹤0.01%
10
531
$1K ﹤0.01%
34
532
$1K ﹤0.01%
95
+2
533
$1K ﹤0.01%
8
534
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37
535
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20
536
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30
-186
537
$1K ﹤0.01%
64
538
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30
539
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18
540
$1K ﹤0.01%
19
541
$1K ﹤0.01%
30
542
$1K ﹤0.01%
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543
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62
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$1K ﹤0.01%
18
545
$1K ﹤0.01%
20
546
$1K ﹤0.01%
11
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30
548
$1K ﹤0.01%
3
549
$1K ﹤0.01%
100
550
$1K ﹤0.01%
8
20 21
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