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

Top Buys

1
+$7.37M
2
+$7.3M
3
+$7.28M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

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
201
$17K 0.02%
+497
202
$17K 0.02%
+433
203
$17K 0.02%
+206
204
$16K 0.01%
+983
205
$15K 0.01%
+72
206
$15K 0.01%
+152
207
$15K 0.01%
+22
208
$15K 0.01%
+242
209
$15K 0.01%
+196
210
$15K 0.01%
+366
211
$14K 0.01%
+100
212
$14K 0.01%
+380
213
$14K 0.01%
+173
214
$14K 0.01%
+370
215
$14K 0.01%
+75
216
$14K 0.01%
+306
217
$13K 0.01%
+300
218
$13K 0.01%
+235
219
$13K 0.01%
+165
220
$13K 0.01%
+193
221
$13K 0.01%
+219
222
$13K 0.01%
+133
223
$13K 0.01%
+228
224
$13K 0.01%
+331
225
$13K 0.01%
+156
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