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

Top Buys

1
+$3.94M
2
+$2.76M
3
+$2.39M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.32M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.07M

Top Sells

1
+$3.12M
2
+$2.7M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
SHV icon
iShares 0-1 Year 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%
391
+41
202
$16K 0.01%
328
203
$16K 0.01%
204
204
$16K 0.01%
497
205
$15K 0.01%
+122
206
$15K 0.01%
+754
207
$15K 0.01%
499
+3
208
$15K 0.01%
173
209
$14K 0.01%
100
210
$14K 0.01%
171
-34
211
$14K 0.01%
227
212
$14K 0.01%
366
213
$13K 0.01%
302
214
$13K 0.01%
148
-34
215
$13K 0.01%
241
-1
216
$13K 0.01%
302
217
$13K 0.01%
348
218
$13K 0.01%
+25
219
$12K 0.01%
447
220
$12K 0.01%
228
221
$12K 0.01%
1,300
222
$12K 0.01%
220
223
$11K 0.01%
67
224
$11K 0.01%
162
-234
225
$11K 0.01%
+130
7 8
9
10 11