MRP

Measured Risk Portfolios Portfolio holdings

AUM $86.8M
1-Year Est. Return 4.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.95M
3
+$2.77M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.62M
5
KMI icon
Kinder Morgan
KMI
+$2.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 26.64%
2 Utilities 9.79%
3 Real Estate 9.48%
4 Technology 8.61%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.9%
+3,764
27
$1.62M 1.8%
+79,888
28
$1.6M 1.78%
+77,324
29
$1.48M 1.65%
+34,461
30
$1.47M 1.64%
+12,008
31
$1.45M 1.62%
+7,750
32
$1.38M 1.53%
+27,476
33
$1.33M 1.48%
+7,938
34
$1.26M 1.4%
+9,375
35
$1.17M 1.3%
+1,989
36
$1.16M 1.29%
+8,020
37
$903K 1%
+9,040
38
$879K 0.98%
+5,725
39
$865K 0.96%
+2,142
40
$692K 0.77%
+8,807
41
$602K 0.67%
+7,964
42
$511K 0.57%
+2,311
43
$423K 0.47%
+743
44
$422K 0.47%
+9,306
45
$418K 0.46%
+9,750
46
$382K 0.43%
+3,290
47
$379K 0.42%
+3,325
48
$365K 0.41%
+867
49
$333K 0.37%
+8,796
50
$329K 0.37%
+2,394
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2
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