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
601
$1K ﹤0.01%
+13
602
$1K ﹤0.01%
+62
603
$1K ﹤0.01%
+20
604
$1K ﹤0.01%
+23
605
$0 ﹤0.01%
+12
606
$0 ﹤0.01%
3
607
– –
-910
608
– –
-100
609
$0 ﹤0.01%
+22
610
– –
-183
611
– –
-1,000
612
$0 ﹤0.01%
+1
613
$0 ﹤0.01%
3
614
$0 ﹤0.01%
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615
– –
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$0 ﹤0.01%
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617
$0 ﹤0.01%
48
618
$0 ﹤0.01%
+13
619
$0 ﹤0.01%
3
620
– –
-417
621
$0 ﹤0.01%
+30
622
$0 ﹤0.01%
+9
623
$0 ﹤0.01%
+7
624
– –
-298
625
$0 ﹤0.01%
+2
22 23 24
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