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
$266M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$335K
3
+$304K
4
META icon
Meta Platforms (Facebook)
META
+$265K
5
EFX icon
Equifax
EFX
+$220K

Top Sells

1
+$1.25M
2
+$544K
3
+$231K
4
ONB icon
Old National Bancorp
ONB
+$154K
5
ABT icon
Abbott
ABT
+$143K

Sector Composition

1 Technology 24.13%
2 Healthcare 4.77%
3 Financials 2.25%
4 Consumer Staples 1.67%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$358K 0.13%
1,265
-167
52
$356K 0.13%
1,030
53
$350K 0.13%
3,709
54
$331K 0.12%
21,880
+852
55
$330K 0.12%
4,449
56
$330K 0.12%
995
57
$322K 0.12%
2,405
+11
58
$319K 0.12%
2,762
+6
59
$314K 0.12%
3,412
-20
60
$308K 0.12%
2,169
-96
61
$307K 0.12%
754
62
$304K 0.11%
+6,413
63
$280K 0.11%
2,541
64
$272K 0.1%
1,264
65
$270K 0.1%
1,136
66
$268K 0.1%
2,252
+6
67
$265K 0.1%
+922
68
$260K 0.1%
16,293
-379
69
$251K 0.09%
3,104
70
$251K 0.09%
1,688
71
$244K 0.09%
4,049
+15
72
$240K 0.09%
7,257
-27
73
$224K 0.08%
1,245
74
$220K 0.08%
+935
75
$220K 0.08%
1,511
-205
1 2
3
4