MLFP
MPS Loria Financial Planners Portfolio holdings
AUM
$340M
1-Year Return
11.68%
This Quarter Return
+13.09%
1 Year Return
+11.68%
3 Year Return
+55.43%
5 Year Return
+105.15%
10 Year Return
–
AUM
$151M
AUM Growth
+$11.4M
(+8.2%)
Cap. Flow
-$5.07M
Cap. Flow
% of AUM
-3.36%
Top 10 Holdings %
Top 10 Hldgs %
77.58%
Holding
78
New
6
Increased
28
Reduced
28
Closed
7
Top Buys
| 1 |
Alerian MLP ETF
AMLP
|
$3.91M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$323K |
| 3 |
ProShares UltraPro S&P 500
UPRO
|
$250K |
| 4 |
Philip Morris
PM
|
$235K |
| 5 |
Edwards Lifesciences
EW
|
$233K |
Top Sells
Sector Composition
| 1 | Technology | 11.32% |
| 2 | Healthcare | 5.33% |
| 3 | Financials | 3.03% |
| 4 | Energy | 2.04% |
| 5 | Consumer Staples | 1.62% |