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
26
$843K 0.75%
5,949
+43
27
$780K 0.7%
23,851
+445
28
$772K 0.69%
60,180
-1,081
29
$769K 0.69%
4,166
+101
30
$749K 0.67%
9,211
-1,263
31
$743K 0.66%
10,565
+131
32
$681K 0.61%
9,964
+212
33
$677K 0.61%
4,487
+38
34
$672K 0.6%
11,013
+338
35
$639K 0.57%
9,878
+148
36
$635K 0.57%
8,216
-60
37
$628K 0.56%
1,258
-170
38
$622K 0.56%
8,265
-271
39
$604K 0.54%
6,166
-935
40
$560K 0.5%
+4,615
41
$555K 0.5%
7,429
+129
42
$544K 0.49%
11,774
-489
43
$508K 0.45%
10,216
+188
44
$491K 0.44%
2,997
+295
45
$489K 0.44%
5,319
+80
46
$479K 0.43%
2,112
+500
47
$456K 0.41%
3,374
+61
48
$452K 0.4%
7,903
-61
49
$435K 0.39%
4,452
+469
50
$427K 0.38%
3,207
-643
1
2
3 4 5