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
$338M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$336K
3
+$330K
4
MSFT icon
Microsoft
MSFT
+$166K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$156K

Top Sells

1
+$2.05M
2
+$842K
3
+$513K
4
FITB icon
Fifth Third Bancorp
FITB
+$240K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$219K

Sector Composition

1 Technology 24.66%
2 Healthcare 3.58%
3 Financials 2.35%
4 Consumer Discretionary 1.49%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$372K 0.11%
5,186
52
$372K 0.11%
2,195
+13
53
$370K 0.11%
1,030
54
$366K 0.11%
9,150
+553
55
$362K 0.11%
1,145
+3
56
$356K 0.11%
389
57
$351K 0.1%
2,816
-1,211
58
$342K 0.1%
5,714
-189
59
$336K 0.1%
+4,391
60
$330K 0.1%
+1,469
61
$327K 0.1%
780
62
$300K 0.09%
1,253
+1
63
$297K 0.09%
13,051
+261
64
$287K 0.08%
699
-4
65
$277K 0.08%
763
+3
66
$274K 0.08%
6,243
+28
67
$267K 0.08%
5,534
+19
68
$263K 0.08%
2,636
+6
69
$263K 0.08%
2,174
+439
70
$256K 0.08%
2,129
+74
71
$246K 0.07%
932
72
$244K 0.07%
1,284
+4
73
$241K 0.07%
944
74
$239K 0.07%
3,835
+51
75
$228K 0.07%
2,387
+25
1 2
3
4