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
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$206K
3
+$203K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$182K
5
SHW icon
Sherwin-Williams
SHW
+$167K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$949K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$906K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32K 0.01%
532
-725
202
$31K 0.01%
236
+1
203
$31K 0.01%
295
204
$31K 0.01%
478
205
$30K 0.01%
139
206
$30K 0.01%
2,089
207
$30K 0.01%
206
-50
208
$29K 0.01%
100
209
$28K 0.01%
1,252
210
$28K 0.01%
300
211
$28K 0.01%
772
212
$27K 0.01%
300
213
$27K 0.01%
2,000
214
$27K 0.01%
422
215
$27K 0.01%
72
216
$27K 0.01%
312
217
$27K 0.01%
400
218
$26K 0.01%
1,000
219
$24K 0.01%
1,019
220
$24K 0.01%
1,840
221
$24K 0.01%
500
222
$24K 0.01%
67
223
$24K 0.01%
98
224
$24K 0.01%
1,800
225
$23K 0.01%
+200
7 8
9
10 11