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
$151M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$323K
3 +$250K
4
PM icon
Philip Morris
PM
+$235K
5
EW icon
Edwards Lifesciences
EW
+$233K

Sector Composition

1 Technology 11.32%
2 Healthcare 5.33%
3 Financials 3.03%
4 Energy 2.04%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-46,191
77
-10,876
78
-6,947