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
$90.1M
AUM Growth
+$191K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.15M
3
+$460K
4
LYB icon
LyondellBasell Industries
LYB
+$363K
5
CCI icon
Crown Castle
CCI
+$340K

Top Sells

1
+$2.05M
2
+$650K
3
+$610K
4
MO icon
Altria Group
MO
+$259K
5
KMI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.83M 8.4%
51,279
-52
2
$4.47M 4.8%
88,802
+61,326
3
$2.72M 2.92%
12,237
-278
4
$2.61M 2.8%
86,332
-2,268
5
$2.6M 2.79%
91,191
-8,650
6
$2.58M 2.76%
24,710
+3,258
7
$2.55M 2.73%
56,158
-219
8
$2.52M 2.71%
20,693
-257
9
$2.44M 2.62%
15,386
-4,095
10
$2.44M 2.62%
34,677
+5,155
11
$2.37M 2.54%
40,775
+1,837
12
$2.32M 2.49%
138,676
-5,837
13
$2.25M 2.42%
10,755
-937
14
$2.25M 2.41%
15,682
+51
15
$2.25M 2.41%
134,016
+3,928
16
$2.21M 2.37%
36,767
-4,318
17
$2.2M 2.36%
20,138
-1,193
18
$2.16M 2.32%
19,638
+1,925
19
$2.15M 2.31%
+8,116
20
$2.14M 2.29%
15,036
-291
21
$2.02M 2.16%
39,831
-12,040
22
$2M 2.15%
3,758
-6
23
$1.99M 2.13%
65,312
+7,562
24
$1.9M 2.04%
11,387
-839
25
$1.88M 2.02%
26,294
-1,329
1
2 3 4 5