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
$187M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.29M
3
+$3.23M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.37M
5
WTFC icon
Wintrust Financial
WTFC
+$292K

Top Sells

1
+$2.54M
2
+$798K
3
+$694K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$317K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$185K

Sector Composition

1 Technology 18.55%
2 Healthcare 5.06%
3 Financials 2.96%
4 Consumer Staples 2.14%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$43K 0.02%
+200
152
$43K 0.02%
+200
153
$43K 0.02%
+498
154
$43K 0.02%
+1,104
155
$40K 0.02%
+398
156
$40K 0.02%
+3,732
157
$40K 0.02%
+300
158
$40K 0.02%
+468
159
$39K 0.02%
+300
160
$39K 0.02%
+121
161
$39K 0.02%
+431
162
$39K 0.02%
+659
163
$38K 0.02%
+2,938
164
$35K 0.02%
+401
165
$35K 0.02%
+112
166
$35K 0.02%
+444
167
$34K 0.02%
+355
168
$34K 0.02%
+904
169
$34K 0.02%
+5,622
170
$33K 0.02%
+547
171
$32K 0.02%
+611
172
$32K 0.02%
+734
173
$29K 0.02%
+1,566
174
$29K 0.02%
+2,089
175
$29K 0.02%
+613
5 6
7
8 9