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
$89.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$3.13M
3
+$2.77M
4
KMI icon
Kinder Morgan
KMI
+$2.74M
5
TFLO icon
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 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.4K 0.02%
+400
127
$21.4K 0.02%
+276
128
$20.1K 0.02%
+220
129
$19.9K 0.02%
+200
130
$19.8K 0.02%
+151
131
$19.7K 0.02%
+348
132
$19.2K 0.02%
+55
133
$19.1K 0.02%
+166
134
$18.6K 0.02%
+228
135
$18.5K 0.02%
+258
136
$18.5K 0.02%
+333
137
$18.3K 0.02%
+4,200
138
$18.1K 0.02%
+402
139
$18K 0.02%
+198
140
$18K 0.02%
+200
141
$17.5K 0.02%
+157
142
$17.4K 0.02%
+63
143
$17.2K 0.02%
+291
144
$17K 0.02%
+200
145
$16.4K 0.02%
+16
146
$16.1K 0.02%
+34
147
$15.8K 0.02%
+330
148
$15.5K 0.02%
+422
149
$15.3K 0.02%
+178
150
$15.2K 0.02%
+171
4 5
6
7 8