MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$7.37M
2
+$7.3M
3
+$7.28M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

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
251
$9K 0.01%
+200
252
$9K 0.01%
+336
253
$8K 0.01%
+110
254
$8K 0.01%
+76
255
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+100
256
$8K 0.01%
+125
257
$8K 0.01%
+58
258
$8K 0.01%
+72
259
$8K 0.01%
+330
260
$7K 0.01%
+118
261
$7K 0.01%
+98
262
$7K 0.01%
+50
263
$7K 0.01%
+102
264
$7K 0.01%
+100
265
$7K 0.01%
+10
266
$7K 0.01%
+693
267
$6K 0.01%
+148
268
$6K 0.01%
+64
269
$6K 0.01%
+150
270
$6K 0.01%
+98
271
$6K 0.01%
+64
272
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+142
273
$6K 0.01%
+65
274
$6K 0.01%
+150
275
$6K 0.01%
+95
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