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
51
$284K 0.32%
911
-2
52
$268K 0.3%
1,738
-7
53
$263K 0.29%
5,296
+1,554
54
$263K 0.29%
2,391
-311
55
$256K 0.28%
546
-9
56
$252K 0.28%
1,326
+27
57
$251K 0.28%
685
-3
58
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-10
59
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0
60
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-3,634
61
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-2
62
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-2,689
63
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-765
64
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-2,477
65
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-30
66
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67
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68
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69
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70
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-8
71
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73
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74
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-1,288
75
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-13
1 2
3
4 5