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
151
$57K 0.03%
+1,072
152
$56K 0.03%
+1,310
153
$54K 0.02%
1,568
154
$54K 0.02%
+76
155
$54K 0.02%
+262
156
$54K 0.02%
+158
157
$54K 0.02%
1,104
158
$53K 0.02%
297
-94
159
$53K 0.02%
619
+68
160
$50K 0.02%
585
+357
161
$49K 0.02%
297
+97
162
$47K 0.02%
354
+30
163
$46K 0.02%
111
164
$45K 0.02%
3,005
+67
165
$45K 0.02%
+397
166
$45K 0.02%
300
167
$45K 0.02%
+291
168
$44K 0.02%
+941
169
$44K 0.02%
900
170
$43K 0.02%
609
+309
171
$43K 0.02%
576
-924
172
$43K 0.02%
678
+19
173
$42K 0.02%
388
+32
174
$42K 0.02%
156
+21
175
$41K 0.02%
+240
5 6
7
8 9