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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
$104M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.42M
3
+$2.38M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.91M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.74M

Top Sells

1
+$2.7M
2
+$2.67M
3
+$2.44M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.2M
5
IDU icon
iShares US Utilities ETF
IDU
+$1.97M

Sector Composition

1 Industrials 8.93%
2 Technology 8.36%
3 Financials 4.91%
4 Healthcare 4.84%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-12,314
102
– –
-16,626
1 2 3 4
5