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
151
$15.1K 0.02%
+294
152
$15K 0.02%
+385
153
$14.8K 0.02%
+3,000
154
$14.5K 0.02%
+238
155
$14.5K 0.02%
+182
156
$14.1K 0.01%
+334
157
$14.1K 0.01%
+154
158
$13.9K 0.01%
+195
159
$13.7K 0.01%
+81
160
$13.6K 0.01%
+70
161
$13.4K 0.01%
+30
162
$13.4K 0.01%
+150
163
$13.3K 0.01%
+33
164
$13.2K 0.01%
+47
165
$13K 0.01%
+1,786
166
$12.9K 0.01%
+221
167
$12.8K 0.01%
+340
168
$12.6K 0.01%
+386
169
$12.4K 0.01%
+213
170
$12K 0.01%
+527
171
$11.8K 0.01%
+178
172
$11.5K 0.01%
+432
173
$11.2K 0.01%
+172
174
$10.7K 0.01%
+1,069
175
$10.4K 0.01%
+525
5 6
7
8 9