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
$146M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$688K
2
+$243K
3
+$220K
4
HOLX icon
Hologic
HOLX
+$214K
5
WM icon
Waste Management
WM
+$210K

Top Sells

1
+$840K
2
+$461K
3
+$369K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$288K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 9.94%
2 Industrials 7.22%
3 Healthcare 5.44%
4 Financials 2.64%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.23%
6,308
52
$338K 0.23%
7,317
+520
53
$333K 0.23%
3,624
+113
54
$326K 0.22%
13,938
55
$325K 0.22%
7,090
+84
56
$302K 0.21%
10,182
+62
57
$302K 0.21%
8,704
58
$286K 0.2%
2,114
-141
59
$281K 0.19%
1,484
+5
60
$267K 0.18%
4,899
61
$266K 0.18%
11,064
+35
62
$261K 0.18%
4,960
63
$257K 0.18%
19,088
+19
64
$256K 0.17%
1,450
+3
65
$248K 0.17%
2,954
66
$243K 0.17%
2,027
+10
67
$243K 0.17%
+4,160
68
$237K 0.16%
3,565
+27
69
$232K 0.16%
1,649
+2
70
$223K 0.15%
17,858
-1,072
71
$220K 0.15%
+3,083
72
$214K 0.15%
+5,000
73
$210K 0.14%
+2,428
74
$206K 0.14%
+42,520
75
$206K 0.14%
+1,250
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