MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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%
+99
577
$1K ﹤0.01%
+45
578
$1K ﹤0.01%
500
579
$1K ﹤0.01%
+12
580
$1K ﹤0.01%
+108
581
$1K ﹤0.01%
+25
582
$1K ﹤0.01%
+45
583
$1K ﹤0.01%
+20
584
$1K ﹤0.01%
+11
585
$1K ﹤0.01%
+14
586
$1K ﹤0.01%
+34
587
$1K ﹤0.01%
+4
588
$1K ﹤0.01%
+20
589
$1K ﹤0.01%
64
590
$1K ﹤0.01%
+19
591
$1K ﹤0.01%
+3
592
$1K ﹤0.01%
+30
593
$1K ﹤0.01%
+18
594
$1K ﹤0.01%
+7
595
$1K ﹤0.01%
+3
596
$1K ﹤0.01%
+11
597
$1K ﹤0.01%
+13
598
$1K ﹤0.01%
+62
599
$1K ﹤0.01%
+20
600
$1K ﹤0.01%
+30
22 23
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