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
$255M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.03M
3 +$938K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$349K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$301K

Top Sells

1 +$224K
2 +$220K
3 +$173K
4
NVDA icon
NVIDIA
NVDA
+$155K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$132K

Sector Composition

1 Technology 22.13%
2 Healthcare 5.06%
3 Financials 2.35%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.08%
+4,854
77
$202K 0.08%
4,918
-1,495
78
-1,245
79
-935