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
551
$1K ﹤0.01%
+13
552
$1K ﹤0.01%
+16
553
$1K ﹤0.01%
+15
554
$1K ﹤0.01%
50
555
$1K ﹤0.01%
+16
556
$1K ﹤0.01%
+16
557
$1K ﹤0.01%
+64
558
$1K ﹤0.01%
6
559
$1K ﹤0.01%
+26
560
$1K ﹤0.01%
+9
561
$1K ﹤0.01%
+9
562
$1K ﹤0.01%
+49
563
$1K ﹤0.01%
38
+36
564
$1K ﹤0.01%
+5
565
$1K ﹤0.01%
+5
566
$1K ﹤0.01%
+99
567
$1K ﹤0.01%
+45
568
$1K ﹤0.01%
500
569
$1K ﹤0.01%
+12
570
$1K ﹤0.01%
+108
571
$1K ﹤0.01%
+25
572
$1K ﹤0.01%
+45
573
$1K ﹤0.01%
+20
574
$1K ﹤0.01%
+15
575
$1K ﹤0.01%
+89
21 22
23
24 25