MRP

Measured Risk Portfolios Portfolio holdings

AUM $89.4M
This Quarter Est. Return
1 Year Est. Return
–
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 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.52M 6.81%
+51,331
2
$3.13M 3.27%
+12,515
3
$2.77M 2.89%
+15,631
4
$2.74M 2.86%
+99,841
5
$2.62M 2.73%
+51,871
6
$2.4M 2.51%
+144,513
7
$2.34M 2.45%
+19,481
8
$2.3M 2.4%
+88,600
9
$2.26M 2.36%
+20,950
10
$2.25M 2.35%
+56,377
11
$2.24M 2.34%
+130,088
12
$2.23M 2.33%
+17,713
13
$2.19M 2.29%
+29,522
14
$2.15M 2.24%
+41,085
15
$2.08M 2.17%
+38,938
16
$2.08M 2.17%
+11,692
17
$2.05M 2.14%
+24,898
18
$2.01M 2.1%
+15,327
19
$1.97M 2.05%
+21,331
20
$1.95M 2.03%
+21,452
21
$1.9M 1.98%
+11,679
22
$1.77M 1.85%
+57,750
23
$1.77M 1.85%
+12,226
24
$1.74M 1.81%
+27,253
25
$1.72M 1.8%
+27,623
1
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