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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
76
$382K 0.16%
623
+1
77
$381K 0.16%
941
+24
78
$375K 0.16%
4,192
+1,280
79
$373K 0.16%
1,612
+135
80
$358K 0.15%
1,048
+161
81
$353K 0.15%
2,466
-57
82
$336K 0.14%
12,700
+1,400
83
$321K 0.14%
7,512
-212
84
$321K 0.14%
2,160
85
$307K 0.13%
6,726
-945
86
$304K 0.13%
3,318
-184
87
$300K 0.13%
3,285
+26
88
$297K 0.13%
+6,324
89
$295K 0.13%
+8,693
90
$289K 0.12%
4,855
-226
91
$285K 0.12%
1,398
+44
92
$284K 0.12%
+4,819
93
$266K 0.11%
4,010
+232
94
$258K 0.11%
698
95
$248K 0.11%
1,612
-327
96
$240K 0.1%
945
97
$236K 0.1%
+1,904
98
$234K 0.1%
4,614
-115
99
$226K 0.1%
+743
100
$224K 0.1%
3,133
1 2 3
4
5