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
76
$269K 0.25%
+1,716
77
$269K 0.25%
+5,100
78
$267K 0.24%
+2,284
79
$264K 0.24%
+1,885
80
$258K 0.24%
+6,790
81
$248K 0.23%
+2,608
82
$247K 0.23%
+1,399
83
$238K 0.22%
+3,677
84
$232K 0.21%
+4,831
85
$230K 0.21%
+2,133
86
$230K 0.21%
+4,773
87
$223K 0.2%
+8,680
88
$209K 0.19%
+3,192
89
$204K 0.19%
+1,938
90
$203K 0.19%
+2,135
91
$196K 0.18%
+3,360
92
$192K 0.18%
+945
93
$189K 0.17%
+3,620
94
$187K 0.17%
+4,783
95
$180K 0.16%
+3,044
96
$180K 0.16%
+842
97
$170K 0.16%
+4,837
98
$167K 0.15%
+3,098
99
$163K 0.15%
+5,847
100
$162K 0.15%
+4,929
2 3
4
5 6