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
551
$1K ﹤0.01%
+7
552
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+15
553
$1K ﹤0.01%
+89
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+8
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558
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560
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565
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+63
566
$1K ﹤0.01%
166
567
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+26
568
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100
569
$1K ﹤0.01%
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570
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+6
571
$1K ﹤0.01%
11
+8
572
$1K ﹤0.01%
+6
573
$1K ﹤0.01%
100
574
$1K ﹤0.01%
+24
575
$1K ﹤0.01%
+91