We are live on ! Find out more
MRP

Measured Risk Portfolios Portfolio holdings

AUM $90.8M
1-Year Est. Return 0.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.1M
AUM Growth
+$191K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2M
3
+$459K
4
LYB icon
LyondellBasell Industries
LYB
+$388K
5
CCI icon
Crown Castle
CCI
+$304K

Top Sells

1
+$2.05M
2
+$609K
3
+$580K
4
KMI icon
Kinder Morgan
KMI
+$239K
5
TSLA icon
Tesla
TSLA
+$236K

Sector Composition

1 Consumer Staples 27.99%
2 Real Estate 9.92%
3 Utilities 8.14%
4 Technology 7.5%
5 Energy 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-150
202
– –
-330
203
– –
0
204
– –
-114
205
– –
-100
206
– –
-171
207
– –
-90
208
– –
-105
209
– –
-108
210
– –
-3
211
– –
-6
212
– –
-381
213
– –
-1,758
214
– –
-130
215
– –
-50
216
– –
-570
217
– –
-500
218
– –
0
219
– –
-500
220
– –
-566
221
– –
-18
222
– –
-950
223
– –
-7
224
– –
-5
225
– –
-533
7 8
9
10 11