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
251
$7K 0.01%
118
252
$7K 0.01%
98
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$7K 0.01%
50
254
$7K 0.01%
258
-78
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$7K 0.01%
308
256
$7K 0.01%
+98
257
$7K 0.01%
327
+83
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$7K 0.01%
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259
$6K 0.01%
78
260
$6K 0.01%
61
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$6K 0.01%
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262
$6K 0.01%
70
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263
$6K 0.01%
64
264
$6K 0.01%
150
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$6K 0.01%
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$6K 0.01%
87
267
$6K 0.01%
301
-13
268
$5K ﹤0.01%
125
-4,872
269
$5K ﹤0.01%
102
270
$5K ﹤0.01%
74
+40
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$5K ﹤0.01%
66
272
$5K ﹤0.01%
92
273
$4K ﹤0.01%
100
274
$4K ﹤0.01%
27
275
$4K ﹤0.01%
65
9 10
11
12 13