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
$189M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.98M
3
+$3.92M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.85M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.78M

Top Sells

1
+$4.08M
2
+$2.58M
3
+$2.44M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.62M
5
GLD icon
SPDR Gold Trust
GLD
+$1.61M

Sector Composition

1 Technology 14.04%
2 Industrials 7.15%
3 Financials 6.86%
4 Healthcare 4.96%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.62%
9,874
+32
52
$1.15M 0.61%
2,549
+21
53
$1.1M 0.58%
10,167
+266
54
$1.08M 0.58%
12,302
+144
55
$1.06M 0.56%
4,767
+154
56
$1.05M 0.56%
12,023
-49
57
$975K 0.52%
3,283
-18
58
$962K 0.51%
3,626
+41
59
$944K 0.5%
19,470
+50
60
$939K 0.5%
4,414
+50
61
$931K 0.49%
7,652
+30
62
$903K 0.48%
4,589
-18
63
$886K 0.47%
+7,065
64
$851K 0.45%
7,845
+256
65
$829K 0.44%
14,816
-153
66
$825K 0.44%
5,020
67
$798K 0.42%
14,976
+204
68
$793K 0.42%
14,434
-788
69
$754K 0.4%
4,502
+62
70
$723K 0.38%
5,761
-110
71
$683K 0.36%
4,522
+115
72
$628K 0.33%
5,181
+183
73
$603K 0.32%
2,686
+78
74
$591K 0.31%
17,654
+500
75
$569K 0.3%
3,881
+136
1 2
3
4 5