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
$251M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$2.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Top Sells

1
+$2.98M
2
+$2.92M
3
+$2.81M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.68M

Sector Composition

1 Technology 21.58%
2 Financials 8.78%
3 Industrials 8.71%
4 Healthcare 5.04%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-567
127
– –
-32,259
128
– –
-1,101
129
– –
-30,898
130
– –
-7,193
131
– –
-67,622
132
– –
-10,435
133
– –
-7,488
134
– –
-5,843
135
– –
-7,223
136
– –
-21,387
137
– –
-3,565
2 3 4 5
6