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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$83K 0.04%
484
-60
127
$82K 0.04%
1,810
128
$81K 0.04%
204
129
$81K 0.04%
296
130
$79K 0.04%
1,012
131
$78K 0.04%
571
132
$77K 0.04%
1,714
-1
133
$75K 0.03%
269
134
$74K 0.03%
530
135
$74K 0.03%
580
-1
136
$72K 0.03%
2,207
-1
137
$72K 0.03%
3,038
+33
138
$70K 0.03%
835
-1
139
$69K 0.03%
1,152
-1
140
$69K 0.03%
1,072
141
$69K 0.03%
3,732
142
$67K 0.03%
4,430
143
$67K 0.03%
428
144
$66K 0.03%
819
145
$64K 0.03%
424
-53
146
$63K 0.03%
1,941
147
$62K 0.03%
1,164
-529
148
$61K 0.03%
585
149
$60K 0.03%
297
150
$60K 0.03%
1,310
4 5
6
7 8