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
$245M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$774K
3 +$385K
4
FITB icon
Fifth Third Bancorp
FITB
+$263K
5
ROP icon
Roper Technologies
ROP
+$201K

Top Sells

1 +$1.07M
2 +$449K
3 +$309K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$262K
5
DOCU icon
DocuSign
DOCU
+$226K

Sector Composition

1 Technology 24.5%
2 Healthcare 5.48%
3 Financials 2.26%
4 Consumer Discretionary 1.9%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$227K 0.09%
3,910
-692
77
$222K 0.09%
2,784
78
$219K 0.09%
1,227
79
$215K 0.09%
996
80
$201K 0.08%
+409
81
-10,660
82
-7,900
83
-4,220
84
-881