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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
601
$1K ﹤0.01%
+16
602
$1K ﹤0.01%
+49
603
$1K ﹤0.01%
+5
604
$1K ﹤0.01%
+13
605
– –
-298
606
$0 ﹤0.01%
+7
607
– –
-48
608
$0 ﹤0.01%
1
609
$0 ﹤0.01%
+20
610
$0 ﹤0.01%
1
611
$0 ﹤0.01%
+31
612
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0
613
– –
0
614
$0 ﹤0.01%
+19
615
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-319
616
– –
-642
617
$0 ﹤0.01%
+10
618
$0 ﹤0.01%
13
619
$0 ﹤0.01%
+54
620
$0 ﹤0.01%
+14
621
$0 ﹤0.01%
+8
622
– –
-169
623
$0 ﹤0.01%
+4
624
$0 ﹤0.01%
+24
625
$0 ﹤0.01%
+26
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