MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
+$7.49M
2
+$7.28M
3
+$7.25M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

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
326
$2K ﹤0.01%
+13
327
$1K ﹤0.01%
+40
328
$1K ﹤0.01%
+9
329
$1K ﹤0.01%
+12
330
$1K ﹤0.01%
+20
331
$1K ﹤0.01%
+22
332
$1K ﹤0.01%
+19
333
$1K ﹤0.01%
+6
334
$1K ﹤0.01%
+11
335
$1K ﹤0.01%
+9
336
$1K ﹤0.01%
+50
337
$1K ﹤0.01%
+35
338
$1K ﹤0.01%
+22
339
$1K ﹤0.01%
+85
340
$1K ﹤0.01%
+34
341
$1K ﹤0.01%
+83
342
$0 ﹤0.01%
+5
343
– –
0
344
$0 ﹤0.01%
+10
345
$0 ﹤0.01%
+3
346
$0 ﹤0.01%
+3
347
– –
0
348
– –
0
349
– –
0
350
– –
0
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