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
$203M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.58M
3
+$4.26M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.25M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.14M

Top Sells

1
+$4.43M
2
+$4.36M
3
+$4.13M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.79M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.99M

Sector Composition

1 Technology 15.51%
2 Industrials 8.02%
3 Financials 6.02%
4 Healthcare 5.32%
5 Real Estate 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304K 0.15%
2,362
+215
102
$296K 0.15%
1,245
103
$295K 0.15%
677
+61
104
$278K 0.14%
1,332
105
$274K 0.13%
1,609
+188
106
$273K 0.13%
+2,288
107
$266K 0.13%
583
+46
108
$248K 0.12%
+952
109
$246K 0.12%
+593
110
$236K 0.12%
4,382
-342
111
$236K 0.12%
2,368
112
$221K 0.11%
+1,668
113
$212K 0.1%
+1,859
114
$211K 0.1%
1,646
-211
115
$204K 0.1%
4,250
-655
116
$202K 0.1%
+8,631
117
$201K 0.1%
+2,012
118
$201K 0.1%
+703
119
$52K 0.03%
20,950
120
$28K 0.01%
+40,744
121
– –
-35,885
122
– –
-1,455
123
– –
-10,957
124
– –
-12,806
125
– –
-13,659
2 3 4
5
6