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
$90.1M
AUM Growth
+$191K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2M
3
+$459K
4
LYB icon
LyondellBasell Industries
LYB
+$388K
5
CCI icon
Crown Castle
CCI
+$304K

Top Sells

1
+$2.05M
2
+$609K
3
+$580K
4
KMI icon
Kinder Morgan
KMI
+$239K
5
TSLA icon
Tesla
TSLA
+$236K

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 1.95%
29,461
+2,208
27
$1.75M 1.95%
86,779
+6,891
28
$1.71M 1.9%
11,610
-69
29
$1.7M 1.89%
89,465
+12,141
30
$1.59M 1.77%
12,069
+61
31
$1.45M 1.61%
8,053
+303
32
$1.43M 1.59%
36,682
+2,221
33
$1.37M 1.52%
13,632
+4,592
34
$1.31M 1.45%
7,666
-272
35
$1.29M 1.43%
7,777
-243
36
$1.14M 1.26%
10,494
+1,119
37
$1.06M 1.18%
1,895
-94
38
$866K 0.96%
5,635
-90
39
$698K 0.77%
8,542
-265
40
$573K 0.64%
7,009
-955
41
$447K 0.5%
9,556
-194
42
$419K 0.46%
2,100
-211
43
$398K 0.44%
9,306
44
$397K 0.44%
3,215
-110
45
$372K 0.41%
697
-46
46
$372K 0.41%
1,434
-708
47
$345K 0.38%
2,360
-34
48
$334K 0.37%
3,234
-56
49
$324K 0.36%
864
-3
50
$321K 0.36%
8,154
-642
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2
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