MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.76M
3
+$2.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.61M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.4M

Top Sells

1
+$3.03M
2
+$2.8M
3
+$2.74M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.64M

Sector Composition

1 Technology 23.5%
2 Financials 11.07%
3 Industrials 8.49%
4 Healthcare 5.87%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,055
152
– –
-3,088
153
– –
-9,819
154
– –
-35,851
3 4 5 6
7