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
276
$4K ﹤0.01%
100
+20
277
$4K ﹤0.01%
65
278
$4K ﹤0.01%
73
279
$4K ﹤0.01%
55
280
$4K ﹤0.01%
81
281
$4K ﹤0.01%
90
282
$4K ﹤0.01%
38
283
$4K ﹤0.01%
68
-137
284
$4K ﹤0.01%
132
+1
285
$3K ﹤0.01%
42
286
$3K ﹤0.01%
18
+9
287
$3K ﹤0.01%
50
288
$3K ﹤0.01%
32
289
$3K ﹤0.01%
48
290
$3K ﹤0.01%
81
291
$3K ﹤0.01%
56
292
$3K ﹤0.01%
79
293
$3K ﹤0.01%
52
294
$3K ﹤0.01%
74
295
$3K ﹤0.01%
94
296
$3K ﹤0.01%
36
297
$2K ﹤0.01%
47
-190
298
$2K ﹤0.01%
127
299
$2K ﹤0.01%
40
300
$2K ﹤0.01%
30
10 11
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