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
$112M
AUM Growth
+$867K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$2.64M
3
+$2.44M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.34M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.09M

Top Sells

1
+$2.92M
2
+$2.65M
3
+$2.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.41M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.41M

Sector Composition

1 Financials 7.9%
2 Industrials 7.37%
3 Technology 7.08%
4 Healthcare 5.04%
5 Utilities 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45K 0.04%
183
152
$44K 0.04%
255
153
$43K 0.04%
357
154
$42K 0.04%
493
-143
155
$42K 0.04%
1,531
156
$42K 0.04%
+662
157
$41K 0.04%
1,225
+49
158
$39K 0.03%
1,215
-120
159
$38K 0.03%
476
+324
160
$36K 0.03%
565
+359
161
$36K 0.03%
642
-7,482
162
$35K 0.03%
322
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163
$33K 0.03%
508
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164
$32K 0.03%
1,620
-151
165
$31K 0.03%
199
166
$31K 0.03%
234
167
$30K 0.03%
407
-30
168
$29K 0.03%
644
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169
$29K 0.03%
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170
$28K 0.03%
387
171
$27K 0.02%
1,009
172
$26K 0.02%
234
173
$26K 0.02%
1,026
+74
174
$26K 0.02%
310
+10
175
$26K 0.02%
260
5 6
7
8 9