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MCM

M1 Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.34M
3
+$1.66M
4
SMIZ icon
Zacks Small/Mid Cap ETF
SMIZ
+$750K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$641K

Top Sells

1
+$695K
2
+$349K
3
+$325K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$230K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$228K

Sector Composition

1 Technology 12.99%
2 Communication Services 3.41%
3 Consumer Discretionary 2.53%
4 Financials 1.76%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.36%
24,701
+9,895
52
$812K 0.35%
5,715
-37
53
$768K 0.33%
3,176
-39
54
$722K 0.31%
4,465
+1,781
55
$714K 0.31%
7,124
+2,392
56
$708K 0.31%
2,246
+13
57
$705K 0.3%
6,253
+77
58
$699K 0.3%
1,136
59
$596K 0.26%
644
+100
60
$506K 0.22%
1,423
61
$500K 0.22%
4,170
+610
62
$496K 0.21%
872
+69
63
$491K 0.21%
6,778
64
$488K 0.21%
2,968
-239
65
$469K 0.2%
4,858
66
$462K 0.2%
4,088
+7
67
$455K 0.2%
3,250
+6
68
$447K 0.19%
6,092
+20
69
$427K 0.18%
1,755
-357
70
$415K 0.18%
3,493
-119
71
$407K 0.18%
533
+52
72
$403K 0.17%
844
-356
73
$403K 0.17%
6,718
+198
74
$387K 0.17%
8,666
75
$383K 0.17%
1,306
1 2
3
4 5