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
$247M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

1 +$4.5M
2 +$4.43M
3 +$3.27M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.85M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.83M

Sector Composition

1 Materials 3.21%
2 Healthcare 2.03%
3 Financials 1.97%
4 Technology 1.66%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$9K ﹤0.01%
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