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
176
$26K 0.02%
+1,932
177
$25K 0.02%
+952
178
$25K 0.02%
+1,239
179
$23K 0.02%
+308
180
$23K 0.02%
+205
181
$23K 0.02%
+267
182
$23K 0.02%
+212
183
$23K 0.02%
+305
184
$22K 0.02%
+250
185
$22K 0.02%
+1,041
186
$21K 0.02%
+387
187
$21K 0.02%
+780
188
$20K 0.02%
+397
189
$20K 0.02%
+771
190
$20K 0.02%
+99
191
$20K 0.02%
+397
192
$20K 0.02%
+162
193
$20K 0.02%
+408
194
$19K 0.02%
+465
195
$19K 0.02%
+364
196
$19K 0.02%
+328
197
$18K 0.02%
+160
198
$18K 0.02%
+175
199
$17K 0.02%
+433
200
$17K 0.02%
+930
6 7
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