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

Top Buys

1 +$50.2M
2 +$1.91M
3 +$297K
4
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
+$259K
5
WEC icon
WEC Energy
WEC
+$244K

Top Sells

1 +$168K
2 +$152K
3 +$144K
4
PFE icon
Pfizer
PFE
+$138K
5
CVX icon
Chevron
CVX
+$121K

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