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
$189M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.98M
3
+$3.92M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.85M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.78M

Top Sells

1
+$4.08M
2
+$2.58M
3
+$2.44M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.62M
5
GLD icon
SPDR Gold Trust
GLD
+$1.61M

Sector Composition

1 Technology 14.04%
2 Industrials 7.15%
3 Financials 6.86%
4 Healthcare 4.96%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.29%
1,590
-2
77
$531K 0.28%
4,009
+210
78
$529K 0.28%
3,520
+53
79
$501K 0.27%
4,943
+102
80
$491K 0.26%
6,010
-9
81
$489K 0.26%
2,498
+52
82
$471K 0.25%
3,520
+60
83
$439K 0.23%
3,139
+7
84
$407K 0.22%
2,863
+22
85
$406K 0.22%
12,310
+1
86
$403K 0.21%
606
-4
87
$395K 0.21%
3,966
+77
88
$392K 0.21%
2,940
-20
89
$384K 0.2%
7,056
+257
90
$384K 0.2%
672
+9
91
$380K 0.2%
1,399
+22
92
$366K 0.19%
25,679
+1,123
93
$366K 0.19%
1,408
+21
94
$366K 0.19%
6,231
+66
95
$361K 0.19%
7,356
+229
96
$351K 0.19%
5,612
+9
97
$343K 0.18%
1,256
98
$341K 0.18%
4,798
-76
99
$302K 0.16%
524
+3
100
$297K 0.16%
1,480
1 2 3
4
5