MRP
Measured Risk Portfolios Portfolio holdings
AUM
$92.4M
1-Year Est. Return
4.59%
1 Year Est. Return
+4.59%
AUM
$89.4M
AUM Growth
-$689K
(-0.76%)
Holding
59
Top Buys
| 1 | +$501K | |
| 2 | +$414K | |
| 3 | +$319K | |
| 4 |
Strategy Inc
MSTR
|
+$286K |
| 5 |
Meta Platforms (Facebook)
META
|
+$249K |
Top Sells
| 1 | +$600K | |
| 2 | +$542K | |
| 3 | +$243K | |
| 4 |
Clearway Energy Class C
CWEN
|
+$242K |
| 5 |
Crown Castle
CCI
|
+$225K |
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 | |
|---|---|---|---|---|---|---|
51
Health Care Select Sector SPDR Fund
XLV
$36B
| $297K | 0.29% |
2,204
-156
|
|
||
52
Amazon
AMZN
$2.61T
| $291K | 0.28% |
1,326
|
|
||
|
53
Strategy Inc
MSTR
$69.5B
| $286K | 0.28% |
+707
|
|
||
54
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$651M
| $267K | 0.26% |
5,388
+92
|
|
||
55
Amgen
AMGN
$172B
| $254K | 0.25% |
911
|
|
||
56
Home Depot
HD
$369B
| $252K | 0.24% |
686
+1
|
|
||
|
57
Meta Platforms (Facebook)
META
$1.57T
| $249K | 0.24% |
+338
|
|
||
58
Paychex
PAYX
$40.3B
| $242K | 0.23% |
1,663
-75
|
|
||
59
Church & Dwight Co
CHD
$20.9B
| $223K | 0.22% |
2,324
-67
|
|