MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
This Quarter Return
+10.03%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+7.8%)
Cap. Flow
-$582K
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
37.05%
Holding
126
New
9
Increased
86
Reduced
24
Closed
3
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$4.15M |
| 2 |
SPDR Gold Trust
GLD
|
$2.2M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.14M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.65M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$777K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$4.03M |
| 2 |
iShares US Utilities ETF
IDU
|
$3.79M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.49M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.36M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$1.79M |
Sector Composition
| 1 | Technology | 14.25% |
| 2 | Industrials | 10.42% |
| 3 | Financials | 6.86% |
| 4 | Healthcare | 5.9% |
| 5 | Real Estate | 2.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tesla
TSLA
$1.06T
| – | – |
-1,181
| Closed | -$313K |
|