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
76
$268K 0.24%
4,740
-180
77
$253K 0.23%
+2,306
78
$252K 0.23%
+6,836
79
$251K 0.22%
1,782
-206
80
$250K 0.22%
3,601
+3,382
81
$249K 0.22%
3,279
+3,207
82
$241K 0.22%
2,620
-79
83
$241K 0.22%
3,779
-24
84
$239K 0.21%
3,695
+1,294
85
$238K 0.21%
2,261
-1,354
86
$233K 0.21%
2,429
-45
87
$226K 0.2%
2,048
-21,808
88
$225K 0.2%
4,921
+262
89
$221K 0.2%
3,960
-200
90
$206K 0.18%
5,856
+318
91
$193K 0.17%
1,993
-147
92
$192K 0.17%
3,702
-1,128
93
$192K 0.17%
868
-107
94
$173K 0.15%
3,438
-1,996
95
$171K 0.15%
9,924
+220
96
$168K 0.15%
3,180
-109
97
$166K 0.15%
1,600
-1,026
98
$164K 0.15%
4,585
-63
99
$161K 0.14%
1,385
-39
100
$160K 0.14%
5,352
+333
2 3
4
5 6