MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.07M
3
+$3.05M
4
SDCI icon
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
+$1.58M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$813K

Top Sells

1
+$3.68M
2
+$2.88M
3
+$1.58M
4
ZTS icon
Zoetis
ZTS
+$484K
5
NKE icon
Nike
NKE
+$410K

Sector Composition

1 Technology 22.5%
2 Financials 13.56%
3 Industrials 9.49%
4 Healthcare 4.42%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$829K 0.2%
25,807
-1
102
$807K 0.2%
5,693
-24
103
$798K 0.19%
3,144
-26
104
$770K 0.19%
7,504
-7
105
$744K 0.18%
6,611
+142
106
$734K 0.18%
1,606
+3
107
$723K 0.18%
13,296
+184
108
$723K 0.18%
1,625
+696
109
$710K 0.17%
10,544
+239
110
$710K 0.17%
10,177
-5,508
111
$708K 0.17%
2,384
-43
112
$691K 0.17%
3,440
-20
113
$682K 0.17%
16,857
-33
114
$681K 0.17%
10,158
+91
115
$667K 0.16%
10,898
-68
116
$586K 0.14%
2,858
+8
117
$541K 0.13%
2,227
-52
118
$494K 0.12%
4,316
-17
119
$493K 0.12%
12,586
+117
120
$485K 0.12%
2,642
-2
121
$485K 0.12%
3,404
+3
122
$474K 0.12%
21,597
+5,733
123
$474K 0.12%
4,226
-45
124
$473K 0.12%
3,366
-25
125
$440K 0.11%
2,864
+9
3 4
5
6 7