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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
551
$1K ﹤0.01%
12
552
$1K ﹤0.01%
108
553
$1K ﹤0.01%
25
554
$1K ﹤0.01%
4
555
$1K ﹤0.01%
22
556
$1K ﹤0.01%
45
557
$0 ﹤0.01%
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558
$0 ﹤0.01%
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562
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563
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565
– –
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566
$0 ﹤0.01%
20
567
$0 ﹤0.01%
6
568
– –
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569
$0 ﹤0.01%
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$0 ﹤0.01%
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571
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572
– –
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573
$0 ﹤0.01%
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574
– –
-100
575
– –
-500
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