MRP

Measured Risk Portfolios Portfolio holdings

AUM $86.8M
1-Year Est. Return 4.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.12%
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
+$6.82M
2
+$2.95M
3
+$2.77M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.62M
5
KMI icon
Kinder Morgan
KMI
+$2.6M

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
1
$6.52M 7.25%
+51,331
2
$3.13M 3.49%
+12,515
3
$2.77M 3.08%
+15,631
4
$2.74M 3.04%
+99,841
5
$2.62M 2.91%
+51,871
6
$2.4M 2.67%
+144,513
7
$2.34M 2.61%
+19,481
8
$2.3M 2.56%
+88,600
9
$2.26M 2.51%
+20,950
10
$2.25M 2.51%
+56,377
11
$2.24M 2.5%
+130,088
12
$2.23M 2.48%
+17,713
13
$2.19M 2.44%
+29,522
14
$2.15M 2.39%
+41,085
15
$2.08M 2.31%
+38,938
16
$2.08M 2.31%
+11,692
17
$2.05M 2.28%
+24,898
18
$2.01M 2.23%
+15,327
19
$1.97M 2.19%
+21,331
20
$1.95M 2.17%
+21,452
21
$1.9M 2.11%
+11,679
22
$1.77M 1.97%
+57,750
23
$1.77M 1.97%
+12,226
24
$1.74M 1.93%
+27,253
25
$1.72M 1.91%
+27,623
1
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