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
$410M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.07M
3
+$3.05M
4
SDCI icon
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
+$1.58M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$813K

Top Sells

1
+$3.68M
2
+$2.88M
3
+$1.58M
4
ZTS icon
Zoetis
ZTS
+$484K
5
NKE icon
Nike
NKE
+$410K

Sector Composition

1 Technology 22.5%
2 Financials 13.56%
3 Industrials 9.49%
4 Healthcare 4.42%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.39%
7,073
+24
77
$1.6M 0.39%
893
-7
78
$1.58M 0.39%
14,033
+14
79
$1.49M 0.36%
23,752
+180
80
$1.44M 0.35%
25,173
+274
81
$1.38M 0.34%
67,634
+1,863
82
$1.38M 0.34%
8,228
-99
83
$1.37M 0.33%
3,496
+71
84
$1.36M 0.33%
60,579
+9,962
85
$1.24M 0.3%
101,197
-3,106
86
$1.23M 0.3%
2,748
-50
87
$1.23M 0.3%
6,087
-68
88
$1.23M 0.3%
7,890
-60
89
$1.2M 0.29%
3,423
-42
90
$1.16M 0.28%
25,066
-323
91
$1.14M 0.28%
55,398
+2,057
92
$1.13M 0.28%
4,037
+151
93
$1.08M 0.26%
7,825
+4,839
94
$1.05M 0.26%
15,345
+455
95
$1.04M 0.25%
42,129
-300
96
$1.04M 0.25%
622
-6
97
$1.04M 0.25%
12,867
+45
98
$914K 0.22%
71,415
-727
99
$843K 0.21%
1,709
-4
100
$835K 0.2%
11,236
-13
2 3
4
5 6