MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $380M
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.06M
3
+$872K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$767K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$594K

Top Sells

1
+$2.3M
2
+$2.29M
3
+$2.01M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$408K
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Sector Composition

1 Industrials 9.55%
2 Technology 8.96%
3 Financials 5.08%
4 Healthcare 4.4%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 1.05%
25,099
+5,739
27
$1.12M 1.04%
3,090
-5
28
$1.11M 1.03%
6,371
+73
29
$1.1M 1.02%
9,561
+95
30
$1.08M 1%
3,351
+5
31
$1.08M 1%
12,882
+88
32
$1.07M 1%
25,014
+400
33
$971K 0.9%
8,587
+321
34
$928K 0.86%
4,653
+74
35
$879K 0.82%
10,557
+72
36
$872K 0.81%
+4,340
37
$855K 0.79%
10,395
+54
38
$822K 0.76%
9,859
-19
39
$816K 0.76%
6,652
+42
40
$814K 0.76%
2,237
+306
41
$753K 0.7%
9,701
+2,577
42
$701K 0.65%
37,340
+12,650
43
$615K 0.57%
1,311
+14
44
$614K 0.57%
12,835
+2,041
45
$594K 0.55%
+5,397
46
$572K 0.53%
10,047
+201
47
$561K 0.52%
3,388
-17
48
$556K 0.52%
7,198
+2,383
49
$555K 0.51%
7,248
+1,747
50
$528K 0.49%
9,378
-35,744
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2
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