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MCM

MV Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.33M
3
+$2.92M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.19M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.15M

Top Sells

1
+$2.44M
2
+$2.22M
3
+$2.13M
4
LMT icon
Lockheed Martin
LMT
+$1.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.18M

Sector Composition

1 Healthcare 11.07%
2 Technology 9.1%
3 Financials 4.72%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$122K 0.01%
1,250
+4
227
$122K 0.01%
495
-1
228
$118K 0.01%
153
-4
229
$118K 0.01%
315
230
$116K 0.01%
161
+19
231
$115K 0.01%
391
232
$113K 0.01%
473
233
$113K 0.01%
361
-2
234
$112K 0.01%
656
+1
235
$111K 0.01%
4,219
236
$110K 0.01%
133
-58
237
$110K 0.01%
981
+160
238
$107K 0.01%
304
239
$105K 0.01%
1,014
-5
240
$104K 0.01%
320
-2
241
$103K 0.01%
517
-2
242
$102K 0.01%
432
-43
243
$95.3K 0.01%
295
+4
244
$89.7K 0.01%
2,751
-1,929
245
$89.4K 0.01%
771
246
$89.2K 0.01%
184
+66
247
$89.1K 0.01%
183
248
$88.9K 0.01%
400
249
$87.6K 0.01%
3,648
+78
250
$86.7K 0.01%
408
+10
8 9
10
11 12