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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.28M
3
+$7.25M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.27%
2 Financials 8.01%
3 Technology 6.48%
4 Healthcare 5.22%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39K 0.04%
+224
152
$39K 0.04%
+860
153
$38K 0.03%
+1,108
154
$38K 0.03%
+274
155
$38K 0.03%
+962
156
$36K 0.03%
+121
157
$36K 0.03%
+1,197
158
$32K 0.03%
+299
159
$32K 0.03%
+1,158
160
– –
0
161
$31K 0.03%
+209
162
$28K 0.03%
+329
163
$28K 0.03%
+484
164
$28K 0.03%
+265
165
$27K 0.02%
+85
166
$27K 0.02%
+314
167
$27K 0.02%
+637
168
$27K 0.02%
+915
169
$27K 0.02%
+517
170
$27K 0.02%
+234
171
$26K 0.02%
+234
172
$26K 0.02%
+244
173
$26K 0.02%
+1,009
174
$26K 0.02%
+468
175
$26K 0.02%
+800
5 6
7
8 9