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
201
$20K 0.01%
+250
202
$20K 0.01%
+871
203
$19K 0.01%
+300
204
$19K 0.01%
+200
205
$19K 0.01%
+118
206
$19K 0.01%
+359
207
$18K 0.01%
+200
208
$18K 0.01%
+108
209
$17K 0.01%
+91
210
$17K 0.01%
+805
211
$17K 0.01%
+300
212
$17K 0.01%
+889
213
$17K 0.01%
+350
214
$17K 0.01%
+1,800
215
$16K 0.01%
+300
216
$16K 0.01%
+500
217
$16K 0.01%
+500
218
$16K 0.01%
+200
219
$16K 0.01%
+548
220
$16K 0.01%
+100
221
$15K 0.01%
+359
222
$15K 0.01%
+50
223
$14K 0.01%
+371
224
$14K 0.01%
+169
225
$14K 0.01%
+301
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9
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