MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$867K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$2.64M
3
+$2.44M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.34M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.09M

Top Sells

1
+$2.92M
2
+$2.65M
3
+$2.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.41M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.41M

Sector Composition

1 Financials 7.9%
2 Industrials 7.37%
3 Technology 7.08%
4 Healthcare 5.04%
5 Utilities 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$158K 0.14%
1,787
+63
102
$157K 0.14%
6,470
-770
103
$147K 0.13%
4,123
-291
104
$138K 0.12%
2,589
-450
105
$135K 0.12%
1,947
-21
106
$124K 0.11%
795
-6
107
$121K 0.11%
3,786
-395
108
$120K 0.11%
705
-276
109
$115K 0.1%
385
+6
110
$114K 0.1%
2,161
+30
111
$114K 0.1%
1,779
+75
112
$112K 0.1%
2,520
-1,042
113
$105K 0.09%
3,942
-90,394
114
$100K 0.09%
412
-2
115
$99K 0.09%
296
-3
116
$99K 0.09%
1,992
117
$97K 0.09%
1,277
+1,266
118
$93K 0.08%
907
-91
119
$92K 0.08%
1,300
-9
120
$91K 0.08%
2,428
+160
121
$86K 0.08%
314
-3
122
$83K 0.07%
1,127
+14
123
$82K 0.07%
3,212
124
$76K 0.07%
365
-4
125
$75K 0.07%
259
-14
3 4
5
6 7