MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.28M
3
+$7.25M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.27%
2 Financials 8.01%
3 Technology 6.48%
4 Healthcare 5.22%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
+1,151
227
$12K 0.01%
+105
228
$12K 0.01%
+1,000
229
$12K 0.01%
+101
230
$12K 0.01%
+86
231
$12K 0.01%
+356
232
$12K 0.01%
+224
233
$11K 0.01%
+63
234
– –
0
235
$11K 0.01%
+363
236
$11K 0.01%
+86
237
$11K 0.01%
+50
238
$11K 0.01%
+100
239
$11K 0.01%
+600
240
$11K 0.01%
+58
241
$10K 0.01%
+264
242
$10K 0.01%
+182
243
$10K 0.01%
+68
244
$10K 0.01%
+123
245
$10K 0.01%
+67
246
$10K 0.01%
+130
247
$10K 0.01%
+203
248
$10K 0.01%
+119
249
$9K 0.01%
+118
250
$9K 0.01%
+200
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