We are live on ! Find out more
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
626
$0 ﹤0.01%
+2
627
$0 ﹤0.01%
+2
628
$0 ﹤0.01%
+9
629
$0 ﹤0.01%
+30
630
– –
-417
631
$0 ﹤0.01%
3
632
$0 ﹤0.01%
+13
633
$0 ﹤0.01%
48
634
$0 ﹤0.01%
+6
635
– –
-4,158
636
$0 ﹤0.01%
+4
637
– –
0
638
$0 ﹤0.01%
+1
639
– –
-1,000
640
– –
-183
641
$0 ﹤0.01%
+12
642
$0 ﹤0.01%
+22
643
– –
-100
644
$0 ﹤0.01%
7
+6
645
– –
-320
646
– –
-1,153
647
– –
-910
648
$0 ﹤0.01%
3
649
$0 ﹤0.01%
62
650
– –
-200
22 23 24 25
26