MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.07M
3
+$3.05M
4
SDCI icon
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
+$1.58M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$813K

Top Sells

1
+$3.68M
2
+$2.88M
3
+$1.58M
4
ZTS icon
Zoetis
ZTS
+$484K
5
NKE icon
Nike
NKE
+$410K

Sector Composition

1 Technology 22.5%
2 Financials 13.56%
3 Industrials 9.49%
4 Healthcare 4.42%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$423K 0.1%
2,368
127
$409K 0.1%
3,410
-130
128
$401K 0.1%
5,637
-140
129
$387K 0.09%
9,869
-77
130
$385K 0.09%
793
+2
131
$382K 0.09%
3,875
-31
132
$376K 0.09%
748
133
$373K 0.09%
2,693
-7
134
$354K 0.09%
5,149
-231
135
$350K 0.09%
+4,829
136
$314K 0.08%
291
-12
137
$313K 0.08%
4,260
-240
138
$312K 0.08%
10,017
-22
139
$303K 0.07%
6,586
-129
140
$292K 0.07%
15,138
-6
141
$289K 0.07%
3,061
-35
142
$282K 0.07%
2,457
143
$276K 0.07%
895
144
$263K 0.06%
5,570
-99
145
$252K 0.06%
2,445
+251
146
$227K 0.06%
+4,204
147
$203K 0.05%
87
-3
148
$195K 0.05%
20,950
149
– –
-4,344
150
– –
-899
3 4 5
6
7