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MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.7M
3
+$8.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.87M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.74M

Top Sells

1
+$8.98M
2
+$7.1M
3
+$3.72M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.68M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.58M

Sector Composition

1 Technology 17.2%
2 Industrials 10.63%
3 Healthcare 3.85%
4 Financials 3.69%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.23%
3,221
-1,473
77
$232K 0.23%
6,106
-136
78
$101K 0.1%
10,448
+6,725
79
$3K ﹤0.01%
+13,180
80
– –
-4,193
81
– –
-4,109
82
– –
-2,368
83
– –
-1,200
84
– –
-2,437
85
– –
-2,503
86
– –
-6,399
87
– –
-3,187
88
– –
-10,800
89
– –
-15,697
90
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-6,835
91
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-5,110
92
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-30,469
93
– –
-2,880
94
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-4,695
95
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-5,295
96
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-24,603
97
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-837
98
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-26,768
99
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-17,075
100
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-11,956
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4
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