MLFP
MPS Loria Financial Planners Portfolio holdings
AUM
$376M
1-Year Est. Return
14.8%
1 Year Est. Return
+14.8%
AUM
$376M
AUM Growth
+$36.5M
(+11%)
Holding
84
Top Buys
| 1 | +$798K | |
| 2 | +$678K | |
| 3 | +$371K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$326K |
| 5 |
Corning
GLW
|
+$272K |
Top Sells
| 1 | +$534K | |
| 2 | +$205K | |
| 3 | +$202K | |
| 4 |
Brown-Forman Class B
BF.B
|
+$103K |
| 5 |
TJX Companies
TJX
|
+$63.9K |
Sector Composition
| 1 | Technology | 21.45% |
| 2 | Healthcare | 3.3% |
| 3 | Financials | 2.19% |
| 4 | Communication Services | 1.58% |
| 5 | Consumer Discretionary | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$542B
| $227K | 0.06% |
691
+15
|
|
||
77
Coca-Cola
KO
$306B
| $226K | 0.06% |
3,400
+17
|
|
||
78
Southern Company
SO
$108B
| $225K | 0.06% |
2,374
|
|
||
79
Equifax
EFX
$28.6B
| $219K | 0.06% |
855
|
|
||
80
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $218K | 0.06% |
+4,024
|
|
||
81
Morgan Stanley
MS
$251B
| $212K | 0.06% |
+1,332
|
|
||
82
Vanguard Total World Stock ETF
VT
$54.1B
| $206K | 0.05% |
+1,495
|
|
||
83
Roper Technologies
ROP
$55.3B
| $206K | 0.05% |
412
|
|
||
84
Hologic
HOLX
$16.5B
| – | – |
-3,101
|
|