MRP

Measured Risk Portfolios Portfolio holdings

AUM $92.4M
1-Year Est. Return 4.59%
This Quarter Est. Return
1 Year Est. Return
+4.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.1M
AUM Growth
+$191K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.15M
3
+$460K
4
LYB icon
LyondellBasell Industries
LYB
+$363K
5
CCI icon
Crown Castle
CCI
+$340K

Top Sells

1
+$2.05M
2
+$650K
3
+$610K
4
MO icon
Altria Group
MO
+$259K
5
KMI icon
Kinder Morgan
KMI
+$247K

Sector Composition

1 Consumer Staples 27.99%
2 Real Estate 9.92%
3 Utilities 8.14%
4 Technology 7.5%
5 Energy 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.89%
29,461
+2,208
27
$1.75M 1.88%
86,779
+6,891
28
$1.71M 1.83%
11,610
-69
29
$1.7M 1.82%
89,465
+12,141
30
$1.59M 1.71%
12,069
+61
31
$1.45M 1.55%
8,053
+303
32
$1.43M 1.54%
36,682
+2,221
33
$1.37M 1.46%
13,632
+4,592
34
$1.31M 1.4%
7,666
-272
35
$1.29M 1.38%
7,777
-243
36
$1.14M 1.22%
10,494
+1,119
37
$1.06M 1.14%
1,895
-94
38
$866K 0.93%
5,635
-90
39
$698K 0.75%
8,542
-265
40
$573K 0.61%
7,009
-955
41
$447K 0.48%
4,778
-97
42
$419K 0.45%
2,100
-211
43
$398K 0.43%
9,306
44
$397K 0.43%
3,215
-110
45
$372K 0.4%
697
-46
46
$372K 0.4%
1,434
-708
47
$345K 0.37%
2,360
-34
48
$334K 0.36%
1,617
-28
49
$324K 0.35%
864
-3
50
$321K 0.34%
4,077
-321
1
2
3 4 5