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
276
$6K 0.01%
+502
277
$6K 0.01%
+61
278
$6K 0.01%
+148
279
$6K 0.01%
+40
280
$6K 0.01%
+124
281
$5K ﹤0.01%
+92
282
$5K ﹤0.01%
+638
283
$5K ﹤0.01%
+28
284
$5K ﹤0.01%
+42
285
$5K ﹤0.01%
+78
286
$5K ﹤0.01%
+64
287
$5K ﹤0.01%
+98
288
$5K ﹤0.01%
+165
289
$4K ﹤0.01%
+27
290
$4K ﹤0.01%
+72
291
$4K ﹤0.01%
+79
292
$4K ﹤0.01%
+36
293
$4K ﹤0.01%
+94
294
$4K ﹤0.01%
+79
295
$4K ﹤0.01%
+265
296
$4K ﹤0.01%
+37
297
$4K ﹤0.01%
+81
298
$4K ﹤0.01%
+52
299
– –
0
300
$3K ﹤0.01%
+32
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