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
$160M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$50.7M
2 +$1.95M
3 +$292K
4
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
+$263K
5
WEC icon
WEC Energy
WEC
+$244K

Top Sells

1 +$174K
2 +$155K
3 +$151K
4
PFE icon
Pfizer
PFE
+$149K
5
CVX icon
Chevron
CVX
+$122K

Sector Composition

1 Technology 12.13%
2 Industrials 6.04%
3 Healthcare 5.31%
4 Financials 2.53%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$150K 0.09%
16,256
-2,728