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
$605M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.52M
3
+$2.18M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.48M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.03M

Top Sells

1
+$3.1M
2
+$2.36M
3
+$539K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$204K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 4.5%
2 Financials 4.05%
3 Healthcare 2.65%
4 Consumer Discretionary 2.43%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.01%
500
-562
227
$39K 0.01%
100
228
$39K 0.01%
198
-4
229
$38K 0.01%
803
230
$37K 0.01%
446
231
$36K 0.01%
620
232
$35K 0.01%
700
233
$35K 0.01%
141
234
$35K 0.01%
1,132
235
$35K 0.01%
476
+260
236
$35K 0.01%
+5,542
237
$35K 0.01%
181
+59
238
$34K 0.01%
227
+9
239
$34K 0.01%
144
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240
$34K 0.01%
115
241
$33K 0.01%
200
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242
$33K 0.01%
1,084
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243
$33K 0.01%
132
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244
$33K 0.01%
405
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245
$32K 0.01%
121
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246
$32K 0.01%
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247
$32K 0.01%
+82
248
$32K 0.01%
51
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249
$32K 0.01%
161
+33
250
$32K 0.01%
750
8 9
10
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