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
$338M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$415K
2 +$336K
3 +$330K
4
MSFT icon
Microsoft
MSFT
+$166K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$156K

Top Sells

1 +$2.05M
2 +$842K
3 +$513K
4
FITB icon
Fifth Third Bancorp
FITB
+$240K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$219K

Sector Composition

1 Technology 24.66%
2 Healthcare 3.58%
3 Financials 2.35%
4 Consumer Discretionary 1.49%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$227K 0.07%
22,912
+352
77
$227K 0.07%
5,147
-1,112
78
$224K 0.07%
3,101
79
$214K 0.06%
412
80
$206K 0.06%
2,146
+24
81
-746
82
-5,950
83
-5,602
84
-14,102