MLFP
MPS Loria Financial Planners Portfolio holdings
AUM
$376M
1-Year Est. Return
14.8%
1 Year Est. Return
+14.8%
AUM
$340M
AUM Growth
+$2.73M
(+0.81%)
Holding
85
Top Buys
| 1 | +$423K | |
| 2 | +$252K | |
| 3 | +$227K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$206K |
| 5 |
Hologic
HOLX
|
+$202K |
Top Sells
| 1 | +$4M | |
| 2 | +$3.35M | |
| 3 | +$1.34M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$914K |
| 5 |
Amazon
AMZN
|
+$670K |
Sector Composition
| 1 | Technology | 19.5% |
| 2 | Healthcare | 3.34% |
| 3 | Financials | 2.43% |
| 4 | Communication Services | 1.53% |
| 5 | Consumer Discretionary | 1.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Constellation Energy
CEG
$107B
| $227K | 0.07% |
+703
|
|
||
77
Equifax
EFX
$25.5B
| $222K | 0.07% |
855
-89
|
|
||
78
Southern Company
SO
$97.9B
| $218K | 0.06% |
2,374
|
|
||
|
79
Vanguard Total Stock Market ETF
VTI
$571B
| $206K | 0.06% |
+676
|
|
||
|
80
Hologic
HOLX
$16.7B
| $202K | 0.06% |
+3,101
|
|
||
81
iShares Global Financials ETF
IXG
$641M
| – | – |
-2,146
|
|
||
82
Vanguard Total World Stock ETF
VT
$60.6B
| – | – |
-4,673
|
|
||
83
Vanguard FTSE Emerging Markets ETF
VWO
$109B
| – | – |
-5,153
|
|
||
84
Vanguard Extended Market ETF
VXF
$26.1B
| – | – |
-1,288
|
|
||
85
Wintrust Financial
WTFC
$9.77B
| – | – |
-2,827
|
|