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
$89.4M
AUM Growth
-$689K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$417K
3
+$311K
4
MSTR icon
Strategy Inc
MSTR
+$258K
5
META icon
Meta Platforms (Facebook)
META
+$209K

Top Sells

1
+$599K
2
+$541K
3
+$229K
4
CWEN icon
Clearway Energy Class C
CWEN
+$226K
5
CCI icon
Crown Castle
CCI
+$222K

Sector Composition

1 Consumer Staples 27.79%
2 Real Estate 9.87%
3 Technology 8.57%
4 Utilities 7.72%
5 Energy 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.87%
11,658
+271
27
$1.66M 1.85%
32,000
+2,539
28
$1.65M 1.85%
94,228
+7,449
29
$1.61M 1.8%
11,963
-106
30
$1.6M 1.79%
36,190
-492
31
$1.57M 1.76%
98,302
+8,837
32
$1.56M 1.74%
9,870
-624
33
$1.49M 1.66%
12,388
+778
34
$1.23M 1.37%
7,694
+28
35
$1.22M 1.37%
8,013
+236
36
$1.12M 1.25%
1,806
-89
37
$885K 0.99%
5,556
-79
38
$824K 0.92%
8,223
-5,409
39
$664K 0.74%
8,197
-345
40
$628K 0.7%
7,029
+20
41
$524K 0.59%
1,651
+217
42
$466K 0.52%
2,158
+58
43
$439K 0.49%
883
+19
44
$432K 0.48%
9,056
-250
45
$416K 0.47%
3,288
+54
46
$406K 0.45%
716
+19
47
$383K 0.43%
3,215
48
$373K 0.42%
8,798
-758
49
$334K 0.37%
8,186
+32
50
$301K 0.34%
546
1
2
3