MLFP
MPS Loria Financial Planners Portfolio holdings
AUM
$340M
1-Year Return
11.68%
This Quarter Return
+16.33%
1 Year Return
+11.68%
3 Year Return
+55.43%
5 Year Return
+105.15%
10 Year Return
–
AUM
$223M
AUM Growth
+$29.3M
(+15%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
75.32%
Holding
650
New
309
Increased
174
Reduced
38
Closed
14
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$791K |
| 2 |
Home Depot
HD
|
$366K |
| 3 |
Snowflake
SNOW
|
$348K |
| 4 |
Walt Disney
DIS
|
$324K |
| 5 |
WEC Energy
WEC
|
$321K |
Top Sells
| 1 |
Apple
AAPL
|
$1.25M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.05M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$656K |
| 4 |
NVIDIA
NVDA
|
$558K |
| 5 |
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% |
