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
$177M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.08M
3
+$2.11M
4
GLD icon
SPDR Gold Trust
GLD
+$2.06M
5
IDU icon
iShares US Utilities ETF
IDU
+$1.99M

Top Sells

1
+$4.26M
2
+$4.25M
3
+$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.2M

Sector Composition

1 Technology 13.48%
2 Industrials 8.68%
3 Financials 5.88%
4 Healthcare 5.16%
5 Real Estate 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$245K 0.14%
1,245
102
$242K 0.14%
1,080
+120
103
$237K 0.13%
2,081
+222
104
$235K 0.13%
1,855
+187
105
$233K 0.13%
1,161
+123
106
$230K 0.13%
629
+46
107
$230K 0.13%
1,332
108
$228K 0.13%
702
-1
109
$227K 0.13%
2,548
+186
110
$220K 0.12%
9,871
+1,240
111
$214K 0.12%
2,226
+214
112
$213K 0.12%
+883
113
$200K 0.11%
668
+75
114
$35K 0.02%
20,950
115
$21K 0.01%
40,744
116
– –
-677
117
– –
-2,368
118
– –
-1,646
119
– –
-62,975
120
– –
-27,304
121
– –
-25,661
122
– –
-17,851
123
– –
-7,035
124
– –
-4,250
125
– –
-111,011
1 2 3 4
5