MRP

Measured Risk Portfolios Portfolio holdings

AUM $90.1M
This Quarter Return
+5.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.1M
AUM Growth
+$191K
Cap. Flow
-$3.25M
Cap. Flow %
-3.6%
Top 10 Hldgs %
36.36%
Holding
344
New
1
Increased
18
Reduced
37
Closed
261

Top Buys

1
$3.09M
2
$2.15M
3
$460K
4
$363K
5
$340K

Top Sells

1
$2.05M
2
$650K
3
$610K
4
$259K
5
$247K

Sector Composition

1Consumer Staples27.99%
2Real Estate9.92%
3Utilities8.14%
4Technology7.5%
5Energy7.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.83M8.4% 51,279
-52
-0.1%
-$7.94K
$4.47M4.8% 88,802
+61,326
+223%
+$3.09M
$2.72M2.92% 12,237
-278
-2%
-$61.8K
$2.61M2.8% 86,332
-2,268
-3%
-$68.7K
$2.6M2.79% 91,191
-8,650
-9%
-$247K
$2.58M2.76% 24,710
+3,258
+15%
+$340K
$2.55M2.73% 56,158
-219
-0.4%
-$9.93K
$2.52M2.71% 20,693
-257
-1%
-$31.3K
$2.44M2.62% 15,386
-4,095
-21%
-$650K
$2.44M2.62% 34,677
+5,155
+17%
+$363K
$2.37M2.54% 40,775
+1,837
+5%
+$107K
$2.32M2.49% 138,676
-5,837
-4%
-$97.8K
$2.25M2.42% 10,755
-937
-8%
-$196K
$2.25M2.41% 15,682
+51
+0.3%
+$7.31K
$2.25M2.41% 134,016
+3,928
+3%
+$65.8K
$2.21M2.37% 36,767
-4,318
-11%
-$259K
$2.2M2.36% 20,138
-1,193
-6%
-$130K
$2.16M2.32% 19,638
+1,925
+11%
+$212K
$2.15M2.31%
+8,116
 New
+$2.15M
$2.14M2.29% 15,036
-291
-2%
-$41.4K
$2.02M2.16% 39,831
-12,040
-23%
-$610K
$2M2.15% 3,758
-6
-0.2%
-$3.2K
$1.99M2.13% 65,312
+7,562
+13%
+$230K
$1.9M2.04% 11,387
-839
-7%
-$140K
$1.88M2.02% 26,294
-1,329
-5%
-$95.2K
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