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
$139M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$323K
2 +$286K
3 +$236K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$232K
5
PM icon
Philip Morris
PM
+$222K

Sector Composition

1 Technology 10.03%
2 Industrials 5.85%
3 Healthcare 5.72%
4 Financials 3.19%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-46,000
77
-2,506
78
-2,718
79
-8,106
80
-1,781