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
301
$2K ﹤0.01%
65
302
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24
303
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48
304
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186
305
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51
306
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35
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99
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24
309
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34
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74
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42
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$1K ﹤0.01%
22
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$1K ﹤0.01%
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$1K ﹤0.01%
+32
315
$1K ﹤0.01%
10
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$1K ﹤0.01%
20
317
$1K ﹤0.01%
+62
318
$1K ﹤0.01%
60
319
$1K ﹤0.01%
1,000
320
$1K ﹤0.01%
83
321
$1K ﹤0.01%
9
322
$1K ﹤0.01%
150
323
$1K ﹤0.01%
+30
324
$1K ﹤0.01%
23
325
$1K ﹤0.01%
86
10 11 12
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