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
576
$1K ﹤0.01%
+108
577
$1K ﹤0.01%
+25
578
$1K ﹤0.01%
+45
579
$1K ﹤0.01%
+8
580
$1K ﹤0.01%
+16
581
$1K ﹤0.01%
+28
582
$1K ﹤0.01%
+21
583
$1K ﹤0.01%
+26
584
$1K ﹤0.01%
100
585
$1K ﹤0.01%
+19
586
$1K ﹤0.01%
+6
587
$1K ﹤0.01%
+6
588
$1K ﹤0.01%
100
589
$1K ﹤0.01%
+24
590
$1K ﹤0.01%
+91
591
$1K ﹤0.01%
+9
592
$1K ﹤0.01%
+11
593
$1K ﹤0.01%
+4
594
$1K ﹤0.01%
+10
595
$1K ﹤0.01%
+5
596
$1K ﹤0.01%
+13
597
$1K ﹤0.01%
+6
598
$1K ﹤0.01%
+4
599
$1K ﹤0.01%
+7
600
$1K ﹤0.01%
+3
22 23
24
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