MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
+$3.98M
2
+$2.64M
3
+$2.44M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.34M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.09M

Top Sells

1
+$2.92M
2
+$2.65M
3
+$2.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.41M
5
SHV icon
iShares Short 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%
646
+21
128
$73K 0.07%
1,320
+7
129
$73K 0.07%
676
-8
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
+5
139
$59K 0.05%
427
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140
$58K 0.05%
690
141
$52K 0.05%
150
-1
142
$51K 0.05%
907
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143
$50K 0.04%
832
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144
$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%
859
+303
148
$46K 0.04%
235
149
$46K 0.04%
224
+196
150
$46K 0.04%
1,601
+284
4 5
6
7 8