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
$160M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$50.7M
2
+$1.95M
3
+$292K
4
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
+$263K
5
WEC icon
WEC Energy
WEC
+$244K

Top Sells

1
+$174K
2
+$155K
3
+$151K
4
PFE icon
Pfizer
PFE
+$149K
5
CVX icon
Chevron
CVX
+$122K

Sector Composition

1 Technology 12.13%
2 Industrials 6.04%
3 Healthcare 5.31%
4 Financials 2.53%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.19%
1,500
+5
52
$302K 0.19%
5,473
-247
53
$300K 0.19%
2,658
-562
54
$297K 0.19%
11,169
+35
55
$297K 0.19%
4,560
-360
56
$277K 0.17%
6,037
-370
57
$273K 0.17%
2,046
-95
58
$270K 0.17%
1,335
+85
59
$266K 0.17%
1,651
+1
60
$263K 0.16%
+11,136
61
$244K 0.15%
+3,660
62
$237K 0.15%
2,847
-692
63
$236K 0.15%
+2,955
64
$232K 0.15%
+8,106
65
$227K 0.14%
18,608
+20
66
$224K 0.14%
3,073
-2,128
67
$222K 0.14%
2,718
+24
68
$221K 0.14%
+1,381
69
$220K 0.14%
8,281
+167
70
$218K 0.14%
1,781
+7
71
$215K 0.13%
+2,376
72
$212K 0.13%
+3,660
73
$206K 0.13%
2,506
+7
74
$205K 0.13%
+5,000
75
$201K 0.13%
+1,876
1 2
3
4