MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.92M
3
+$5.76M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.33M

Top Sells

1
+$7.79M
2
+$7.69M
3
+$4.22M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M

Sector Composition

1 Technology 16.67%
2 Industrials 8.74%
3 Financials 7.22%
4 Healthcare 5.54%
5 Real Estate 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,197
127
– –
-84,347
128
– –
-28,762
129
– –
-30,577
130
– –
-37,019
131
– –
-2,990
132
– –
-8,962
133
– –
-7,227
134
– –
-24,217
2 3 4 5
6