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MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
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
301
$3K ﹤0.01%
+135
302
$3K ﹤0.01%
+1,000
303
$3K ﹤0.01%
+84
304
$3K ﹤0.01%
+55
305
$3K ﹤0.01%
+51
306
$3K ﹤0.01%
+180
307
$3K ﹤0.01%
+50
308
$3K ﹤0.01%
+48
309
$3K ﹤0.01%
+33
310
$3K ﹤0.01%
+32
311
$3K ﹤0.01%
+50
312
$3K ﹤0.01%
+57
313
$2K ﹤0.01%
+127
314
$2K ﹤0.01%
+65
315
$2K ﹤0.01%
+24
316
$2K ﹤0.01%
+291
317
$2K ﹤0.01%
+81
318
$2K ﹤0.01%
+86
319
$2K ﹤0.01%
+35
320
$2K ﹤0.01%
+13
321
$2K ﹤0.01%
+34
322
$2K ﹤0.01%
+54
323
$2K ﹤0.01%
+271
324
$2K ﹤0.01%
+42
325
$2K ﹤0.01%
+24
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