MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$3.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.21M
5
AMD icon
Advanced Micro Devices
AMD
+$2.16M

Top Sells

1
+$5.3M
2
+$3.45M
3
+$3.19M
4
IDU icon
iShares US Utilities ETF
IDU
+$3.12M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.07M

Sector Composition

1 Technology 23.41%
2 Financials 13.84%
3 Industrials 9.86%
4 Healthcare 4.46%
5 Energy 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
126
Procter & Gamble
PG
$368B
$390K 0.09%
2,721
-143
BNTX icon
127
BioNTech
BNTX
$26B
$378K 0.09%
3,968
+93
BRK.B icon
128
Berkshire Hathaway Class B
BRK.B
$1.05T
$376K 0.09%
748
OKLO
129
Oklo
OKLO
$10.3B
$356K 0.08%
+4,962
NFLX icon
130
Netflix
NFLX
$417B
$343K 0.08%
3,655
+245
VO icon
131
Vanguard Mid-Cap ETF
VO
$95.4B
$311K 0.07%
1,071
+6
ABR icon
132
Arbor Realty Trust
ABR
$1.73B
$309K 0.07%
39,775
-61,422
SYM icon
133
Symbotic
SYM
$6.8B
$281K 0.07%
4,729
+525
IBKR icon
134
Interactive Brokers
IBKR
$30.8B
$280K 0.07%
4,358
-791
D icon
135
Dominion Energy
D
$55B
$270K 0.06%
4,616
-6,282
TLH icon
136
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$266K 0.06%
2,617
+172
VV icon
137
Vanguard Large-Cap ETF
VV
$47.3B
$261K 0.06%
829
-66
WEC icon
138
WEC Energy
WEC
$38.3B
$259K 0.06%
2,457
TDY icon
139
Teledyne Technologies
TDY
$31.6B
$245K 0.06%
+479
IBTK icon
140
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$809M
$204K 0.05%
+10,258
CNI icon
141
Canadian National Railway
CNI
$67.7B
$202K 0.05%
2,039
-1,022
NAGE
142
Niagen Bioscience
NAGE
$394M
$133K 0.03%
20,950
CWB icon
143
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.11B
– –
-38,133
DFUS icon
144
Dimensional US Equity ETF
DFUS
$19B
– –
-4,829
ES icon
145
Eversource Energy
ES
$28.3B
– –
-5,637
IBTF
146
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-226,717
IDU icon
147
iShares US Utilities ETF
IDU
$1.47B
– –
-28,162
TXN icon
148
Texas Instruments
TXN
$184B
– –
-2,642
UHT
149
Universal Health Realty Income Trust
UHT
$607M
– –
-12,586
XLF icon
150
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
– –
-57,006
3 4 5
6
7