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
76
$251K 0.23%
2,476
+54
77
$238K 0.22%
4,400
-100
78
$236K 0.22%
2,973
-14
79
$234K 0.22%
+1,611
80
$227K 0.21%
1,731
-3
81
$226K 0.21%
+4,137
82
$220K 0.2%
3,869
-423
83
$217K 0.2%
2,983
-70
84
$214K 0.2%
1,660
+9
85
$210K 0.19%
4,188
+20
86
$207K 0.19%
2,746
-53
87
$205K 0.19%
+2,565
88
$204K 0.19%
3,705
-1,100
89
$204K 0.19%
3,026
-75
90
$116K 0.11%
10,021
-625
91
$44K 0.04%
+14,440
92
– –
-1,413
93
– –
-2,222
94
– –
-3,230
95
– –
-2,963
96
– –
-6,996
97
– –
-6,172
1 2 3
4