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
76
0
77
0
78
0
79
-68
80
-125
81
0
82
-17
83
-8
84
-175
85
-86
86
-333
87
-604
88
0
89
-178
90
-72
91
-400
92
-200
93
-60
94
-382
95
-184
96
0
97
-142
98
-302
99
0
100
-2