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
51
$526K 0.49%
2,208
+4
52
$503K 0.47%
5,545
+3
53
$497K 0.46%
+3,742
54
$494K 0.46%
6,558
+912
55
$481K 0.45%
5,080
+120
56
$478K 0.44%
16,590
+5,250
57
$475K 0.44%
3,546
+64
58
$451K 0.42%
10,660
-98
59
$429K 0.4%
9,325
+350
60
$416K 0.39%
2,256
+11
61
$416K 0.39%
5,496
-66
62
$393K 0.36%
2,037
+33
63
$392K 0.36%
9,200
-1
64
$388K 0.36%
7,383
+288
65
$378K 0.35%
25,287
-4,367
66
$363K 0.34%
4,868
-48
67
$358K 0.33%
9,179
-486
68
$358K 0.33%
+3,262
69
$351K 0.33%
2,818
+58
70
$345K 0.32%
2,589
+15
71
$337K 0.31%
2,219
+10
72
$324K 0.3%
5,441
-26
73
$309K 0.29%
1,323
-24
74
$267K 0.25%
4,940
+200
75
$267K 0.25%
2,576
+58
1 2
3
4