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
$146M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$243K
3 +$220K
4
HOLX icon
Hologic
HOLX
+$214K
5
WM icon
Waste Management
WM
+$210K

Top Sells

1 +$840K
2 +$461K
3 +$369K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$288K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 9.94%
2 Industrials 7.22%
3 Healthcare 5.44%
4 Financials 2.64%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.14%
+2,902
77
-3,342