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
51
$422K 0.38%
9,573
-61
52
$419K 0.37%
5,067
+171
53
$417K 0.37%
2,428
-14,487
54
$415K 0.37%
4,479
+64
55
$379K 0.34%
4,700
+172
56
$376K 0.34%
2,287
-2,002
57
$374K 0.33%
5,906
-37,798
58
$373K 0.33%
3,349
-450
59
$365K 0.33%
9,808
+235
60
$364K 0.33%
2,532
+553
61
$358K 0.32%
10,922
-49
62
$357K 0.32%
11,526
+140
63
$348K 0.31%
3,193
-2,349
64
$344K 0.31%
6,879
+10
65
$343K 0.31%
9,969
+58
66
$341K 0.3%
2,699
+32
67
$336K 0.3%
8,959
+882
68
$319K 0.29%
7,183
-4
69
$307K 0.27%
4,353
+63
70
$305K 0.27%
5,197
+348
71
$287K 0.26%
1,476
-19
72
$279K 0.25%
1,995
-113
73
$276K 0.25%
2,221
-7
74
$270K 0.24%
3,180
-380
75
$269K 0.24%
6,207
-67,443
1 2
3
4 5