MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
+$392K
2
+$320K
3
+$262K
4
META icon
Meta Platforms (Facebook)
META
+$228K
5
EFX icon
Equifax
EFX
+$197K

Top Sells

1
+$1.18M
2
+$489K
3
+$220K
4
ONB icon
Old National Bancorp
ONB
+$154K
5
ABT icon
Abbott
ABT
+$140K

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
1 2 3
4