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
51
$284K 0.3%
911
-2
52
$268K 0.29%
1,738
-7
53
$263K 0.28%
5,296
+1,554
54
$263K 0.28%
2,391
-311
55
$256K 0.27%
546
-9
56
$252K 0.27%
1,326
+27
57
$251K 0.27%
685
-3
58
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-13
59
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0
63
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1 2
3
4 5