MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $389M
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.5M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11M
5
ITW icon
Illinois Tool Works
ITW
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.09%
2 Industrials 6.69%
3 Healthcare 5.33%
4 Financials 4.17%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$29K 0.02%
+2,089
202
$29K 0.02%
+396
203
$28K 0.02%
+1,000
204
$28K 0.02%
+242
205
$27K 0.02%
+1,524
206
$26K 0.02%
+84
207
$26K 0.02%
+200
208
$26K 0.02%
+1,812
209
$26K 0.02%
+390
210
$26K 0.02%
+1,036
211
$25K 0.02%
+300
212
$25K 0.02%
+740
213
$25K 0.02%
+1,356
214
$24K 0.02%
+200
215
$24K 0.02%
+382
216
$24K 0.02%
+1,300
217
$23K 0.02%
+679
218
$23K 0.02%
+552
219
$23K 0.02%
+383
220
$22K 0.01%
+400
221
$22K 0.01%
+212
222
$22K 0.01%
+957
223
$21K 0.01%
+478
224
$21K 0.01%
+1,519
225
$21K 0.01%
+1,016
7 8
9
10 11