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
176
$41K 0.02%
112
177
$41K 0.02%
300
178
$41K 0.02%
+256
179
$40K 0.02%
483
180
$38K 0.02%
407
+9
181
$38K 0.02%
+100
182
$38K 0.02%
5,553
+87
183
$37K 0.02%
404
+104
184
$37K 0.02%
105
-217
185
$37K 0.02%
+404
186
$36K 0.02%
292
-176
187
$35K 0.02%
1,628
+62
188
$34K 0.02%
645
+32
189
$34K 0.02%
+154
190
$34K 0.02%
826
+70
191
$34K 0.02%
+231
192
$34K 0.02%
300
193
$33K 0.01%
162
+53
194
$32K 0.01%
734
195
$32K 0.01%
146
196
$31K 0.01%
262
+62
197
$31K 0.01%
805
198
$31K 0.01%
+67
199
$31K 0.01%
2,089
200
$31K 0.01%
228
+28
6 7
8
9 10