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
$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
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
51
$485K 0.44%
+7,518
52
$477K 0.44%
+4,789
53
– –
0
54
$460K 0.42%
+4,671
55
$457K 0.42%
+3,166
56
$452K 0.41%
+11,298
57
$424K 0.39%
+4,973
58
$418K 0.38%
+9,062
59
$417K 0.38%
+8,822
60
$417K 0.38%
+3,679
61
$401K 0.37%
+5,990
62
$400K 0.37%
+4,787
63
$397K 0.36%
+4,110
64
$386K 0.35%
+2,646
65
$347K 0.32%
+7,714
66
$328K 0.3%
+6,125
67
$327K 0.3%
+8,988
68
$325K 0.3%
+1,557
69
$320K 0.29%
+2,553
70
$316K 0.29%
+4,107
71
$305K 0.28%
+11,089
72
$302K 0.28%
+8,796
73
$296K 0.27%
+4,686
74
$288K 0.26%
+5,508
75
$283K 0.26%
+11,588
1 2
3
4 5