Portfolio (Quarterly)
Guide ↗
Measured Risk Portfolios, Inc.
· CIK 0001576704| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | META | META PLATFORMS INC | Communication Services | 353.0 | $233K | 0.23% | -4.0 | -1.1% | $660.09 | -7.4% |
| 62 | XONE | BONDBLOXX ETF TRUST | — | 4,515.0 | $224K | 0.22% | -939.0 | -17.2% | $49.54 | -0.3% |
| 63 | SPYM | SPDR SERIES TRUST | — | 2,787.0 | $224K | 0.22% | +65.0 | +2.4% | $80.22 | +7.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Defensive
27.7%
Technology
13.6%
Real Estate
12.2%
Utilities
10.4%
Energy
9.3%
Financial Services
8.4%
Healthcare
6.4%
Communication Services
5.0%
Industrials
3.7%
Consumer Cyclical
2.2%