MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Fund
S&P 500
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
State Street 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
251
$9K 0.01%
+200
252
$9K 0.01%
+336
253
$8K 0.01%
+72
254
$8K 0.01%
+76
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$8K 0.01%
+330
256
$8K 0.01%
+110
257
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258
$8K 0.01%
+125
259
$8K 0.01%
+58
260
$7K 0.01%
+693
261
$7K 0.01%
+118
262
$7K 0.01%
+98
263
$7K 0.01%
+50
264
$7K 0.01%
+102
265
$7K 0.01%
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266
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267
$6K 0.01%
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268
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+148
269
$6K 0.01%
+148
270
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+40
271
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+124
272
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+64
273
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+65
274
$6K 0.01%
+150
275
$6K 0.01%
+64
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