MRP

Measured Risk Portfolios Portfolio holdings

AUM $89.4M
This Quarter Est. Return
1 Year Est. Return
–
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
+$6.52M
2
+$3.13M
3
+$2.77M
4
KMI icon
Kinder Morgan
KMI
+$2.74M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.62M

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 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$285K 0.3%
+1,299
52
$284K 0.3%
+555
53
$283K 0.3%
+2,702
54
$268K 0.28%
+688
55
$245K 0.26%
+1,745
56
$238K 0.25%
+913
57
$197K 0.21%
+1,040
58
$185K 0.19%
+2,689
59
$185K 0.19%
+3,742
60
$182K 0.19%
+945
61
$173K 0.18%
+296
62
$173K 0.18%
+224
63
$159K 0.17%
+1,758
64
$146K 0.15%
+1,302
65
$135K 0.14%
+2,477
66
$131K 0.14%
+143
67
$129K 0.14%
+680
68
$124K 0.13%
+3,634
69
$122K 0.13%
+421
70
$118K 0.12%
+1,343
71
$101K 0.11%
+570
72
$100K 0.1%
+346
73
$85K 0.09%
+628
74
$80.8K 0.08%
+1,933
75
$76.8K 0.08%
+381
1 2
3
4 5