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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.5M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11M
5
ITW icon
Illinois Tool Works
ITW
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.09%
2 Industrials 6.69%
3 Healthcare 5.33%
4 Financials 4.17%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.22%
+1,616
52
$316K 0.21%
+2,783
53
$296K 0.2%
+3,189
54
$289K 0.19%
+9,793
55
$257K 0.17%
+2,953
56
$255K 0.17%
+2,241
57
$254K 0.17%
+13,938
58
$250K 0.17%
+8,616
59
$249K 0.17%
+19,069
60
$247K 0.17%
+1,447
61
$240K 0.16%
+2,017
62
$235K 0.16%
+11,029
63
$233K 0.16%
+4,960
64
$226K 0.15%
+3,510
65
$221K 0.15%
+1,474
66
$214K 0.14%
+1,645
67
$212K 0.14%
+5,888
68
$209K 0.14%
+19,251
69
$209K 0.14%
+4,899
70
$200K 0.13%
+3,058
71
$191K 0.13%
+5,000
72
$187K 0.13%
+2,875
73
$186K 0.12%
+1,250
74
$185K 0.12%
+6,882
75
$182K 0.12%
+2,407
1 2
3
4 5