MLFP
MPS Loria Financial Planners Portfolio holdings
AUM
$340M
1-Year Return
11.68%
This Quarter Return
-2.39%
1 Year Return
+11.68%
3 Year Return
+55.43%
5 Year Return
+105.15%
10 Year Return
–
AUM
$142M
AUM Growth
-$4.5M
(-3.1%)
Cap. Flow
-$851K
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
75.64%
Holding
76
New
–
Increased
34
Reduced
29
Closed
6
Top Buys
| 1 |
Alerian MLP ETF
AMLP
|
$1.94M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$394K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$267K |
| 4 |
Amazon
AMZN
|
$226K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$147K |
Top Sells
Sector Composition
| 1 | Technology | 10.31% |
| 2 | Industrials | 6.93% |
| 3 | Healthcare | 5.23% |
| 4 | Financials | 2.73% |
| 5 | Energy | 2.42% |