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
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99.9K 0.01%
189
+1
227
$99.2K 0.01%
391
228
$98.6K 0.01%
1,304
+393
229
$98.5K 0.01%
1,148
-218
230
$97.4K 0.01%
1,131
+49
231
$96.8K 0.01%
2,959
+1,517
232
$95.1K 0.01%
191
+1
233
$94.7K 0.01%
446
-2
234
$93.8K 0.01%
1,069
+1
235
$93.2K 0.01%
788
-607
236
$92.6K 0.01%
251
+180
237
$92.3K 0.01%
385
-5
238
$92.2K 0.01%
835
+135
239
$92.1K 0.01%
2,000
240
$92.1K 0.01%
9,790
+27
241
$91.9K 0.01%
306
242
$90.9K 0.01%
225
243
$89K 0.01%
3,782
+2,316
244
$88.9K 0.01%
2,756
+25
245
$88.8K 0.01%
959
-2
246
$86.7K 0.01%
1,259
247
$86.6K 0.01%
152
+2
248
$85K 0.01%
441
-138
249
$80.8K 0.01%
3,428
+79
250
$80.4K 0.01%
358
+2
8 9
10
11 12