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
251
$8K ﹤0.01%
118
252
$8K ﹤0.01%
628
253
$8K ﹤0.01%
143
254
$8K ﹤0.01%
1,213
255
$7K ﹤0.01%
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$7K ﹤0.01%
452
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$7K ﹤0.01%
94
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$6K ﹤0.01%
100
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$6K ﹤0.01%
100
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$6K ﹤0.01%
416
263
$6K ﹤0.01%
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264
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$6K ﹤0.01%
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$5K ﹤0.01%
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273
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275
$5K ﹤0.01%
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