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
$218M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.17M
3
+$68.8K
4
UNH icon
UnitedHealth
UNH
+$28.5K
5
WMT icon
Walmart
WMT
+$21K

Top Sells

1
+$384K
2
+$230K
3
+$208K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$182K
5
AAPL icon
Apple
AAPL
+$151K

Sector Composition

1 Technology 22.54%
2 Healthcare 5.22%
3 Financials 2.3%
4 Communication Services 2.05%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.1%
996
77
$218K 0.1%
2,784
-1
78
$217K 0.1%
5,117
+10
79
$207K 0.09%
1,227
80
$202K 0.09%
10,660
+115
81
– –
-4,500
82
– –
-2,316
83
– –
-7,866
1 2 3
4