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
$140M
AUM Growth
-$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$211K
3
+$104K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$94.7K
5
AAPL icon
Apple
AAPL
+$43.6K

Top Sells

1
+$586K
2
+$274K
3
+$200K
4
HOLX icon
Hologic
HOLX
+$191K
5
IXG icon
iShares Global Financials ETF
IXG
+$187K

Sector Composition

1 Technology 9.47%
2 Industrials 6.55%
3 Healthcare 5.18%
4 Financials 3.37%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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