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
$285M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$445K
3
+$285K
4
EFX icon
Equifax
EFX
+$233K
5
ROP icon
Roper Technologies
ROP
+$224K

Top Sells

1
+$288K
2
+$201K
3
+$200K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$181K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$123K

Sector Composition

1 Technology 22.42%
2 Healthcare 4.76%
3 Financials 2.3%
4 Consumer Staples 1.46%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.12%
1,411
-20
52
$332K 0.12%
3,505
+17
53
$330K 0.12%
933
+10
54
$329K 0.12%
754
55
$328K 0.12%
1,264
56
$327K 0.11%
995
57
$325K 0.11%
2,176
+3
58
$324K 0.11%
5,927
+1,009
59
$316K 0.11%
7,679
60
$300K 0.11%
1,030
61
$297K 0.1%
1,142
+6
62
$295K 0.1%
1,735
-217
63
$293K 0.1%
2,680
-226
64
$289K 0.1%
4,045
-947
65
$285K 0.1%
+1,631
66
$284K 0.1%
3,724
+15
67
$278K 0.1%
1,688
68
$276K 0.1%
2,547
+6
69
$272K 0.1%
4,479
+30
70
$269K 0.09%
6,212
-7
71
$267K 0.09%
21,926
+2,634
72
$260K 0.09%
388
+6
73
$259K 0.09%
8,996
-308
74
$256K 0.09%
15,252
-620
75
$250K 0.09%
4,344
+18
1 2
3
4