MRP
Measured Risk Portfolios Portfolio holdings
AUM
$89.4M
This Quarter Return
+5.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.1M
AUM Growth
+$191K
(+0.21%)
Cap. Flow
-$3.25M
Cap. Flow
% of AUM
-3.6%
Top 10 Holdings %
Top 10 Hldgs %
36.36%
Holding
344
New
1
Increased
18
Reduced
37
Closed
261
Top Buys
| 1 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$3.09M |
| 2 |
CME Group
CME
|
+$2.15M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$460K |
| 4 |
LyondellBasell Industries
LYB
|
+$363K |
| 5 |
Crown Castle
CCI
|
+$340K |
Top Sells
| 1 |
Southern Company
SO
|
+$2.05M |
| 2 |
Philip Morris
PM
|
+$650K |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$610K |
| 4 |
Altria Group
MO
|
+$259K |
| 5 |
Kinder Morgan
KMI
|
+$247K |
Sector Composition
| 1 | Consumer Staples | 27.99% |
| 2 | Real Estate | 9.92% |
| 3 | Utilities | 8.14% |
| 4 | Technology | 7.5% |
| 5 | Energy | 7.21% |
