MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$394K
3 +$273K
4
AMZN icon
Amazon
AMZN
+$223K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$149K

Top Sells

1 +$688K
2 +$326K
3 +$323K
4
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
+$304K
5
BF.B icon
Brown-Forman Class B
BF.B
+$284K

Sector Composition

1 Technology 10.31%
2 Industrials 6.93%
3 Healthcare 5.23%
4 Financials 2.73%
5 Energy 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-25,047