MCM

MV Capital Management Portfolio holdings

AUM $972M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$3.68M
3 +$2.39M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.06M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.59M

Sector Composition

1 Materials 3.23%
2 Healthcare 2.09%
3 Financials 1.79%
4 Technology 1.52%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$12K ﹤0.01%
170
-989
227
$12K ﹤0.01%
234
228
$12K ﹤0.01%
268
-80
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$12K ﹤0.01%
315
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$11K ﹤0.01%
200
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$11K ﹤0.01%
175
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$11K ﹤0.01%
+715
233
$11K ﹤0.01%
422
234
$11K ﹤0.01%
240
235
$10K ﹤0.01%
121
236
$10K ﹤0.01%
440
237
$10K ﹤0.01%
211
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$9K ﹤0.01%
142
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$9K ﹤0.01%
57
240
$9K ﹤0.01%
184
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$9K ﹤0.01%
130
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$9K ﹤0.01%
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$9K ﹤0.01%
800
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$9K ﹤0.01%
163
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$8K ﹤0.01%
410
246
$8K ﹤0.01%
242
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$8K ﹤0.01%
6
248
$8K ﹤0.01%
104
249
$8K ﹤0.01%
155
250
$8K ﹤0.01%
548