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
$251M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$2.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Top Sells

1
+$2.98M
2
+$2.92M
3
+$2.81M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.68M

Sector Composition

1 Technology 21.58%
2 Financials 8.78%
3 Industrials 8.71%
4 Healthcare 5.04%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$358K 0.14%
5,804
+239
102
$355K 0.14%
20,678
+1,685
103
$347K 0.14%
3,086
+102
104
$338K 0.13%
15,862
+1,511
105
$337K 0.13%
7,179
+696
106
$333K 0.13%
4,095
+180
107
$313K 0.12%
2,965
+143
108
$312K 0.12%
6,507
+223
109
$300K 0.12%
704
+46
110
$290K 0.12%
2,389
+183
111
$290K 0.12%
1,245
112
$288K 0.11%
14,552
+937
113
$286K 0.11%
+3,676
114
$275K 0.11%
1,614
+96
115
$273K 0.11%
1,948
+163
116
$254K 0.1%
3,624
+183
117
$253K 0.1%
632
+21
118
$236K 0.09%
+905
119
$234K 0.09%
+4,054
120
$226K 0.09%
2,689
-355
121
$226K 0.09%
1,036
-94
122
$220K 0.09%
+5,864
123
$203K 0.08%
+2,749
124
$40.4K 0.02%
35,744
125
$30K 0.01%
20,950
2 3 4
5
6