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
$112M
AUM Growth
+$867K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.76M
3
+$2.39M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.32M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.07M

Top Sells

1
+$3.12M
2
+$2.7M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
SHV icon
iShares 0-1 Year 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%
73
277
$4K ﹤0.01%
55
278
$4K ﹤0.01%
81
279
$4K ﹤0.01%
65
280
$4K ﹤0.01%
90
281
$4K ﹤0.01%
38
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$4K ﹤0.01%
136
-274
283
$4K ﹤0.01%
132
+1
284
$4K ﹤0.01%
100
+20
285
$3K ﹤0.01%
48
286
$3K ﹤0.01%
81
287
$3K ﹤0.01%
42
288
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18
+9
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$3K ﹤0.01%
52
290
$3K ﹤0.01%
50
291
$3K ﹤0.01%
74
292
$3K ﹤0.01%
94
293
$3K ﹤0.01%
36
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$3K ﹤0.01%
56
295
$3K ﹤0.01%
79
296
$3K ﹤0.01%
32
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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