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
176
$10.3K 0.01%
+150
177
$10.3K 0.01%
+650
178
$10.2K 0.01%
+125
179
$10.1K 0.01%
+500
180
$9.99K 0.01%
+150
181
$9.78K 0.01%
+400
182
$9.77K 0.01%
+318
183
$9.72K 0.01%
+500
184
$9.71K 0.01%
+302
185
$9.59K 0.01%
+438
186
$9.26K 0.01%
+950
187
$8.92K 0.01%
+100
188
$8.75K 0.01%
+88
189
$8.71K 0.01%
+500
190
$8.43K 0.01%
+100
191
$8.32K 0.01%
+122
192
$8.23K 0.01%
+142
193
$8.02K 0.01%
+400
194
$7.84K 0.01%
+566
195
$7.63K 0.01%
+86
196
$7.36K 0.01%
+323
197
$7.32K 0.01%
+68
198
$7.25K 0.01%
+250
199
$6.97K 0.01%
+250
200
$6.93K 0.01%
+200
6 7
8
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