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
$112M
AUM Growth
+$867K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$2.64M
3
+$2.44M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.34M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.09M

Top Sells

1
+$2.92M
2
+$2.65M
3
+$2.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.41M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.41M

Sector Composition

1 Financials 7.9%
2 Industrials 7.37%
3 Technology 7.08%
4 Healthcare 5.04%
5 Utilities 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
67
227
$11K 0.01%
+130
228
$11K 0.01%
264
229
$11K 0.01%
50
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$11K 0.01%
86
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$10K 0.01%
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$10K 0.01%
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$10K 0.01%
82
+25
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$10K 0.01%
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$9K 0.01%
109
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$9K 0.01%
77
-1,891
237
$9K 0.01%
80
-39
238
$9K 0.01%
220
+108
239
$9K 0.01%
600
240
$9K 0.01%
146
+50
241
$9K 0.01%
303
242
$9K 0.01%
68
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$8K 0.01%
200
+50
244
$8K 0.01%
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245
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+1
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$8K 0.01%
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250
$7K 0.01%
110
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