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
$385M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1 +$6.59M
2 +$2.68M
3 +$1.13M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.04M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$841K

Sector Composition

1 Financials 2.22%
2 Materials 1.76%
3 Technology 1.3%
4 Healthcare 1.26%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K ﹤0.01%
30
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+350
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727
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490
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+37
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59
+13