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
201
$16K 0.01%
204
202
$16K 0.01%
497
203
$16K 0.01%
391
+41
204
$16K 0.01%
328
205
$15K 0.01%
499
+3
206
$15K 0.01%
173
207
$15K 0.01%
+122
208
$15K 0.01%
+754
209
$14K 0.01%
171
-34
210
$14K 0.01%
366
211
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227
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$14K 0.01%
100
213
$13K 0.01%
302
214
$13K 0.01%
148
-34
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$13K 0.01%
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216
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+25
217
$13K 0.01%
241
-1
218
$13K 0.01%
302
219
$12K 0.01%
447
220
$12K 0.01%
1,300
221
$12K 0.01%
220
222
$12K 0.01%
228
223
$11K 0.01%
162
-234
224
$11K 0.01%
86
225
$11K 0.01%
179
7 8
9
10 11