We are live on ! Find out more
MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $379M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.21M
3
+$826K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$190K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$100K

Top Sells

1
+$1.61M
2
+$1.53M
3
+$1.21M
4
MSFT icon
Microsoft
MSFT
+$403K
5
AMAT icon
Applied Materials
AMAT
+$398K

Sector Composition

1 Technology 22.01%
2 Healthcare 5.27%
3 Financials 2.33%
4 Communication Services 2.03%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-11
177
– –
-350
178
– –
-200
179
– –
-250
180
– –
-18
181
– –
-11,763
182
– –
-123
183
– –
-300
184
– –
-1,568
185
– –
-10
186
– –
-136
187
– –
-1,800
188
– –
-4,520
189
– –
-1,000
190
– –
-22
191
– –
-20
192
– –
-65
193
– –
-30
194
– –
-3
195
– –
-300
196
– –
-14
197
– –
-235
198
– –
-61
199
– –
-26
200
– –
-9
6 7
8
9 10