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
$112M
AUM Growth
+$867K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.76M
3
+$2.39M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.32M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.07M

Top Sells

1
+$3.12M
2
+$2.7M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.41M

Sector Composition

1 Financials 7.9%
2 Industrials 7.37%
3 Technology 7.08%
4 Healthcare 5.04%
5 Utilities 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74K 0.07%
671
-14
127
$73K 0.07%
1,320
+7
128
$73K 0.07%
676
-8
129
$73K 0.07%
646
+21
130
$72K 0.06%
297
-846
131
$70K 0.06%
1,542
-50
132
$67K 0.06%
554
-39
133
$66K 0.06%
1,320
134
$63K 0.06%
1,180
+40
135
$62K 0.06%
3,570
-2,960
136
$61K 0.05%
941
-305
137
$60K 0.05%
429
+157
138
$59K 0.05%
540
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139
$59K 0.05%
427
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140
$58K 0.05%
690
141
$52K 0.05%
150
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$51K 0.05%
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$50K 0.04%
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145
$49K 0.04%
3,365
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146
$48K 0.04%
19,028
+310
147
$46K 0.04%
235
148
$46K 0.04%
224
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149
$46K 0.04%
1,601
+284
150
$46K 0.04%
859
+303
4 5
6
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