MRP
Measured Risk Portfolios Portfolio holdings
AUM
$89.4M
This Quarter Return
-1.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89.9M
AUM Growth
–
Cap. Flow
+$89.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.63%
Holding
343
New
317
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Sprouts Farmers Market
SFM
|
$6.52M |
| 2 |
Apple
AAPL
|
$3.13M |
| 3 |
Digital Realty Trust
DLR
|
$2.77M |
| 4 |
Kinder Morgan
KMI
|
$2.74M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$2.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 26.64% |
| 2 | Utilities | 9.79% |
| 3 | Real Estate | 9.48% |
| 4 | Technology | 8.61% |
| 5 | Energy | 7.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Janux Therapeutics
JANX
$1.44B
| $21.4K | 0.02% |
+400
| New | +$21.4K |
|
127
Principal Financial Group
PFG
$17.8B
| $21.4K | 0.02% |
+276
| New | +$21.4K |
|
128
Starbucks
SBUX
$97.1B
| $20.1K | 0.02% |
+220
| New | +$20.1K |
|
129
iShares 10-20 Year Treasury Bond ETF
TLH
$11.4B
| $19.9K | 0.02% |
+200
| New | +$19.9K |
|
130
iShares Select Dividend ETF
DVY
$20.8B
| $19.8K | 0.02% |
+151
| New | +$19.8K |
|
131
Unilever
UL
$158B
| $19.7K | 0.02% |
+348
| New | +$19.7K |
|
132
Cummins
CMI
$55.1B
| $19.2K | 0.02% |
+55
| New | +$19.2K |
|
133
iShares Core S&P Small-Cap ETF
IJR
$86B
| $19.1K | 0.02% |
+166
| New | +$19.1K |
|
134
CarMax
KMX
$9.11B
| $18.6K | 0.02% |
+228
| New | +$18.6K |
|
135
NextEra Energy, Inc.
NEE
$146B
| $18.5K | 0.02% |
+258
| New | +$18.5K |
|
136
iShares MSCI Emerging Markets ex China ETF
EMXC
$13B
| $18.5K | 0.02% |
+333
| New | +$18.5K |
|
137
NIO
NIO
$13.4B
| $18.3K | 0.02% |
+4,200
| New | +$18.3K |
|
138
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
| $18.1K | 0.02% |
+402
| New | +$18.1K |
|
139
Colgate-Palmolive
CL
$68.8B
| $18K | 0.02% |
+198
| New | +$18K |
|
140
DocuSign
DOCU
$16.1B
| $18K | 0.02% |
+200
| New | +$18K |
|
141
Walt Disney
DIS
$212B
| $17.5K | 0.02% |
+157
| New | +$17.5K |
|
142
Cigna
CI
$81.5B
| $17.4K | 0.02% |
+63
| New | +$17.4K |
|
143
Cisco
CSCO
$264B
| $17.2K | 0.02% |
+291
| New | +$17.2K |
|
144
Alibaba
BABA
$323B
| $17K | 0.02% |
+200
| New | +$17K |
|
145
Blackrock
BLK
$170B
| $16.4K | 0.02% |
+16
| New | +$16.4K |
|
146
Moody's
MCO
$89.5B
| $16.1K | 0.02% |
+34
| New | +$16.1K |
|
147
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $15.8K | 0.02% |
+330
| New | +$15.8K |
|
148
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $15.5K | 0.02% |
+422
| New | +$15.5K |
|
149
Novo Nordisk
NVO
$245B
| $15.3K | 0.02% |
+178
| New | +$15.3K |
|
150
Vanguard Real Estate ETF
VNQ
$34.7B
| $15.2K | 0.02% |
+171
| New | +$15.2K |
|