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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.2M
3
+$2.14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$777K

Top Sells

1
+$4.03M
2
+$3.79M
3
+$3.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.36M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.79M

Sector Composition

1 Technology 14.25%
2 Industrials 10.42%
3 Financials 6.86%
4 Healthcare 5.9%
5 Real Estate 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$325K 0.18%
+5,535
102
$319K 0.18%
2,126
+241
103
$312K 0.17%
2,538
+339
104
$275K 0.15%
12,875
+2,181
105
$272K 0.15%
2,310
+325
106
$267K 0.15%
4,153
-331
107
$263K 0.15%
2,189
+134
108
$259K 0.14%
2,731
+364
109
$258K 0.14%
1,564
+95
110
$258K 0.14%
2,368
-22
111
$255K 0.14%
698
-22
112
$254K 0.14%
1,245
-47
113
$249K 0.14%
1,197
+220
114
$245K 0.14%
+727
115
$235K 0.13%
+1,274
116
$232K 0.13%
1,332
117
$228K 0.13%
+1,894
118
$221K 0.12%
+1,596
119
$220K 0.12%
4,665
-55
120
$212K 0.12%
+1,909
121
$202K 0.11%
2,990
+146
122
$35.2K 0.02%
20,950
123
$26.9K 0.01%
40,744
124
– –
-46,763
125
– –
-2,954
2 3 4
5
6