MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.74M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.49M
5
IDU icon
iShares US Utilities ETF
IDU
+$1.01M

Top Sells

1
+$2.6M
2
+$2.03M
3
+$1.42M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$621K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$488K

Sector Composition

1 Technology 17.2%
2 Industrials 9.75%
3 Financials 4.94%
4 Healthcare 3.85%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.23%
3,221
+244
77
$232K 0.23%
6,106
+2
78
$101K 0.1%
10,448
+492
79
$3K ﹤0.01%
+1,318
80
– –
-3,623
81
– –
-1,810
82
– –
-2,900
83
– –
-4,578
84
– –
-1,352
85
– –
-4,000
86
– –
-5,453
87
– –
-1,245
88
– –
-84,337
89
– –
-3,066
90
– –
-7,014
91
– –
-1,557
92
– –
-4,325
93
– –
-2,707
1 2 3
4