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
301
$2K ﹤0.01%
35
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24
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65
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24
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309
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51
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$1K ﹤0.01%
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10
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+62
317
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60
318
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1,000
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$1K ﹤0.01%
83
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+32
322
$1K ﹤0.01%
9
323
$1K ﹤0.01%
150
324
$1K ﹤0.01%
+30
325
$1K ﹤0.01%
23
10 11 12
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