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
$223M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$366K
3
+$348K
4
DIS icon
Walt Disney
DIS
+$324K
5
WEC icon
WEC Energy
WEC
+$321K

Top Sells

1
+$1.25M
2
+$1.05M
3
+$656K
4
NVDA icon
NVIDIA
NVDA
+$558K
5
STZ icon
Constellation Brands
STZ
+$187K

Sector Composition

1 Technology 21.09%
2 Healthcare 5.09%
3 Financials 3.23%
4 Consumer Staples 2.25%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$84K 0.04%
1,198
+92
127
$80K 0.04%
204
+4
128
$80K 0.04%
9,638
-5,208
129
$78K 0.04%
1,810
+10
130
$78K 0.04%
2,683
+10
131
$77K 0.03%
2,240
+84
132
$77K 0.03%
509
+9
133
$76K 0.03%
296
+96
134
$75K 0.03%
1,941
+100
135
$74K 0.03%
+530
136
$74K 0.03%
1,257
+54
137
$72K 0.03%
269
+187
138
$70K 0.03%
1,777
+97
139
$69K 0.03%
581
+20
140
$69K 0.03%
544
+60
141
$68K 0.03%
571
+170
142
$68K 0.03%
4,430
143
$68K 0.03%
1,153
+540
144
$67K 0.03%
836
+338
145
$65K 0.03%
428
+8
146
$64K 0.03%
477
147
$60K 0.03%
2,208
+110
148
$58K 0.03%
3,732
149
$57K 0.03%
+800
150
$57K 0.03%
819
+186
4 5
6
7 8