MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
This Quarter Return
-16.93%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(-17%)
Cap. Flow
-$1.53M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
46.15%
Holding
95
New
3
Increased
64
Reduced
14
Closed
14
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.58M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.53M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.34M |
| 4 |
iShares US Utilities ETF
IDU
|
$875K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$487K |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$2.6M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$1.86M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.19M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$621K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$375K |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Industrials | 9.75% |
| 3 | Financials | 4.94% |
| 4 | Healthcare | 3.85% |
| 5 | Real Estate | 1.72% |
