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%
+20
552
$1K ﹤0.01%
64
553
$1K ﹤0.01%
+19
554
$1K ﹤0.01%
+3
555
$1K ﹤0.01%
+30
556
$1K ﹤0.01%
+18
557
$1K ﹤0.01%
+9
558
$1K ﹤0.01%
+6
559
$1K ﹤0.01%
+65
560
$1K ﹤0.01%
+8
561
$1K ﹤0.01%
+5
562
$1K ﹤0.01%
+71
563
$1K ﹤0.01%
+16
564
$1K ﹤0.01%
+41
565
$1K ﹤0.01%
+13
566
$1K ﹤0.01%
+16
567
$1K ﹤0.01%
+15
568
$1K ﹤0.01%
50
569
$1K ﹤0.01%
+16
570
$1K ﹤0.01%
+16
571
$1K ﹤0.01%
38
+36
572
$1K ﹤0.01%
+99
573
$1K ﹤0.01%
+45
574
$1K ﹤0.01%
500
575
$1K ﹤0.01%
+12
21 22
23
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