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
$266M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$500K
2 +$335K
3 +$304K
4
META icon
Meta Platforms (Facebook)
META
+$265K
5
EFX icon
Equifax
EFX
+$220K

Top Sells

1 +$1.25M
2 +$544K
3 +$231K
4
ONB icon
Old National Bancorp
ONB
+$154K
5
ABT icon
Abbott
ABT
+$143K

Sector Composition

1 Technology 24.13%
2 Healthcare 4.77%
3 Financials 2.25%
4 Consumer Staples 1.67%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.08%
4,326
-66
77
$206K 0.08%
+382
78
-10,650