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
$142M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$394K
3 +$267K
4
AMZN icon
Amazon
AMZN
+$226K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$147K

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