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
$89.4M
AUM Growth
-$689K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$417K
3
+$311K
4
MSTR icon
Strategy Inc
MSTR
+$258K
5
META icon
Meta Platforms (Facebook)
META
+$209K

Top Sells

1
+$599K
2
+$541K
3
+$229K
4
CWEN icon
Clearway Energy Class C
CWEN
+$226K
5
CCI icon
Crown Castle
CCI
+$222K

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
$297K 0.33%
2,204
-156
52
$291K 0.33%
1,326
53
$286K 0.32%
+707
54
$267K 0.3%
5,388
+92
55
$254K 0.28%
911
56
$252K 0.28%
686
+1
57
$249K 0.28%
+338
58
$242K 0.27%
1,663
-75
59
$223K 0.25%
2,324
-67
1 2
3