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
101
$296K 0.16%
894
+9
102
$295K 0.16%
1,245
103
$275K 0.15%
3,763
+164
104
$274K 0.15%
9,145
+254
105
$272K 0.14%
4,909
-357
106
$269K 0.14%
1,606
+13
107
$269K 0.14%
12,945
+238
108
$248K 0.13%
4,905
109
$241K 0.13%
5,383
-46
110
$239K 0.13%
2,368
111
$228K 0.12%
5,557
+82
112
$222K 0.12%
1,936
-199
113
$220K 0.12%
2,033
+79
114
$131K 0.07%
20,950
115
– –
-5,577
116
– –
-9,743
117
– –
-51,877
118
– –
-9,957
119
– –
-9,417
120
– –
-13,760
121
– –
-3,882
122
– –
-19,430
123
– –
-29,120
124
– –
-44,199
125
– –
-58,268
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5