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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
$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
576
$1K ﹤0.01%
+14
577
$1K ﹤0.01%
+34
578
$1K ﹤0.01%
+4
579
$1K ﹤0.01%
+20
580
$1K ﹤0.01%
64
581
$1K ﹤0.01%
+19
582
$1K ﹤0.01%
+3
583
$1K ﹤0.01%
+30
584
$1K ﹤0.01%
+18
585
$1K ﹤0.01%
+7
586
$1K ﹤0.01%
+3
587
$1K ﹤0.01%
+11
588
$1K ﹤0.01%
+13
589
$1K ﹤0.01%
+62
590
$1K ﹤0.01%
+20
591
$1K ﹤0.01%
+23
592
$1K ﹤0.01%
+6
593
$1K ﹤0.01%
+30
594
$1K ﹤0.01%
+3
595
$1K ﹤0.01%
+9
596
$1K ﹤0.01%
+6
597
$1K ﹤0.01%
+65
598
$1K ﹤0.01%
+8
599
$1K ﹤0.01%
+31
600
$1K ﹤0.01%
+36
22 23
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