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
$218M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.17M
3
+$68.8K
4
UNH icon
UnitedHealth
UNH
+$28.5K
5
WMT icon
Walmart
WMT
+$21K

Top Sells

1
+$384K
2
+$230K
3
+$208K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$182K
5
AAPL icon
Apple
AAPL
+$151K

Sector Composition

1 Technology 22.54%
2 Healthcare 5.22%
3 Financials 2.3%
4 Communication Services 2.05%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$336K 0.15%
3,078
-105
52
$324K 0.15%
1,982
53
$320K 0.15%
2,365
54
$309K 0.14%
1,082
55
$307K 0.14%
1,688
56
$302K 0.14%
1,000
57
$300K 0.14%
1,161
+63
58
$297K 0.14%
1,519
-101
59
$295K 0.14%
5,551
+312
60
$292K 0.13%
2,200
+10
61
$288K 0.13%
3,310
+5
62
$286K 0.13%
844
63
$279K 0.13%
1,544
-123
64
$279K 0.13%
19,770
+46
65
$276K 0.13%
4,602
+51
66
$262K 0.12%
4,220
67
$250K 0.11%
1,096
68
$237K 0.11%
4,754
-1
69
$237K 0.11%
937
70
$232K 0.11%
1,207
71
$232K 0.11%
4,499
72
$231K 0.11%
4,921
-490
73
$226K 0.1%
881
74
$225K 0.1%
4,296
-664
75
$223K 0.1%
3,029
1 2
3
4