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MRP
Measured Risk Portfolios Portfolio holdings
AUM
$91.4M
1-Year Est. Return
0.88%
This Fund
S&P 500
This Quarter
Est. Return
-1.88%
1 Year Est. Return
+0.88%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.8M
AUM Growth
–
Cap. Flow
+$436M
Cap. Flow
% of AUM
455%
Top 10 Holdings %
Top 10 Hldgs %
33%
Holding
319
New
319
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sprouts Farmers Market
SFM
|
+$6.82M |
| 2 |
Apple
AAPL
|
+$2.95M |
| 3 |
Digital Realty Trust
DLR
|
+$2.77M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$2.62M |
| 5 |
Kinder Morgan
KMI
|
+$2.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 25% |
| 2 | Utilities | 9.18% |
| 3 | Real Estate | 8.89% |
| 4 | Technology | 8.08% |
| 5 | Energy | 6.69% |
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Measured Risk Portfolios's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Measured Risk Portfolios, which disclosed 319 positions worth $95.8M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Sprouts Farmers Market: 51,331 shares worth $6.52M.
By sector, the portfolio is most concentrated in Consumer Staples at 25% of assets, followed by Utilities and Real Estate.
- Measured Risk Portfolios's largest Q4 2024 buy was Sprouts Farmers Market: 51,331 shares worth $6.52M.
- Measured Risk Portfolios's ten largest holdings make up 33% of its $95.8M portfolio in Q4 2024.
- Measured Risk Portfolios disclosed 319 positions in Q4 2024, its first 13F filing on record.
Based on Measured Risk Portfolios's 13F filing for Q4 2024, filed 14 Feb 2025.