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
201
$6.76K 0.01%
+50
202
$6.71K 0.01%
+606
203
$6.7K 0.01%
+72
204
$6.68K 0.01%
+50
205
$6.33K 0.01%
+90
206
$6.33K 0.01%
+28
207
$5.93K 0.01%
+26
208
$5.66K 0.01%
+100
209
$5.58K 0.01%
+387
210
$5.08K 0.01%
+11
211
$5.01K 0.01%
+160
212
$4.9K 0.01%
+175
213
$4.87K 0.01%
+117
214
$4.82K 0.01%
+39
215
$4.77K 0.01%
+123
216
$4.76K 0.01%
+92
217
$4.65K ﹤0.01%
+233
218
$4.63K ﹤0.01%
+280
219
$4.62K ﹤0.01%
+300
220
$4.57K ﹤0.01%
+16
221
$4.34K ﹤0.01%
+100
222
$4.24K ﹤0.01%
+100
223
$4.06K ﹤0.01%
+50
224
$3.85K ﹤0.01%
+47
225
$3.67K ﹤0.01%
+100
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9
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