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
$251M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$2.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Top Sells

1
+$2.98M
2
+$2.92M
3
+$2.81M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.68M

Sector Composition

1 Technology 21.58%
2 Financials 8.78%
3 Industrials 8.71%
4 Healthcare 5.04%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$796K 0.32%
46,906
+3,426
77
$719K 0.29%
2,132
+166
78
$714K 0.28%
+9,498
79
$689K 0.27%
22,475
+2,005
80
$671K 0.27%
13,288
+1,194
81
$653K 0.26%
4,637
+488
82
$635K 0.25%
1,196
+55
83
$601K 0.24%
2,418
+96
84
$588K 0.23%
986
+70
85
$567K 0.23%
6,641
+1,601
86
$559K 0.22%
5,073
-181
87
$549K 0.22%
4,537
+413
88
$547K 0.22%
3,919
+206
89
$524K 0.21%
8,465
+482
90
$495K 0.2%
9,944
-1,401
91
$459K 0.18%
2,449
+45
92
$431K 0.17%
8,519
+694
93
$430K 0.17%
2,178
+192
94
$427K 0.17%
3,939
-665
95
$421K 0.17%
5,437
-13,506
96
$401K 0.16%
1,123
97
$389K 0.16%
2,654
+8
98
$377K 0.15%
1,926
+49
99
$367K 0.15%
6,232
+532
100
$366K 0.15%
2,368
2 3
4
5 6