Measured Risk Portfolios, Inc.
CIK:0001576704
Investment Adviser
$400M AUM
66 holdings
San Diego, CA, United States
A fee-only, third-party money manager offering non-conventional portfolio construction methods and options to manage risk.
Investment Strategy
Options-based (SynthEquity®)
Top Buys
C
CUBECUBESMART+$2.3M
X
XHLFBONDBLOXX ETF TRUST+$996.8K
T
TFLOISHARES TR+$892.0K
A
AAPLAPPLE INC+$589.5K
A
ABBVABBVIE INC+$555.1K
Top Sells
S
SFMSPROUTS FMRS MKT INC-$2.9M
C
CCICROWN CASTLE INC-$2.3M
U
UPSUNITED PARCEL SERVICE INC-$339.2K
L
LYBLYONDELLBASELL INDUSTRIES N-$315.0K
M
MSTRMICROSTRATEGY INC-$285.8K
Top Holdings
S
SFMSPROUTS FMRS MKT INC+5.2%$5.5M
X
XHLFBONDBLOXX ETF TRUST+4.5%$4.9M
T
TFLOISHARES TR+3.2%$3.4M
A
AAPLAPPLE INC+2.9%$3.2M
A
ABBVABBVIE INC+2.4%$2.6M
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SFM | SPROUTS FMRS MKT INC | 5.17% | $5.5M | 51,007 | $127.07 | $108.80 | -$2.9M |
X XHLF | BONDBLOXX ETF TRUST | 4.53% | $4.9M | 96,540 | $50.33 | $50.42 | +$996.8K |
T TFLO | ISHARES TR | 3.18% | $3.4M | 67,411 | $50.53 | $50.59 | +$892.0K |
A AAPL | APPLE INC | 2.94% | $3.2M | 12,393 | $249.44 | $254.63 | +$589.5K |
A ABBV | ABBVIE INC | 2.43% | $2.6M | 11,255 | $178.89 | $231.54 | +$555.1K |
Industry Allocation
REAL ESTATE INVESTMENT TRUSTS
+10.2%
RETAIL-GROCERY STORES
+5.2%
CIGARETTES
+4.4%
ELECTRIC SERVICES
+4.1%
PETROLEUM REFINING
+3.9%