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MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $379M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
+$3.82M
2
+$317K
3
+$224K
4
PM icon
Philip Morris
PM
+$214K
5
EW icon
Edwards Lifesciences
EW
+$209K

Top Sells

1
+$5.85M
2
+$963K
3
+$901K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$671K
5
EBND icon
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$288K

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
– –
-3,079
77
– –
-30,105
78
– –
-5,000
1 2 3
4