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
$548M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$13.8M
3 +$10.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$9.11M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M

Sector Composition

1 Financials 3.44%
2 Technology 3.42%
3 Healthcare 2.45%
4 Consumer Discretionary 2.2%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K ﹤0.01%
195
252
$8K ﹤0.01%
77
253
$8K ﹤0.01%
712
254
$8K ﹤0.01%
159
255
$8K ﹤0.01%
171
256
$8K ﹤0.01%
126
+21
257
$8K ﹤0.01%
152
+45
258
$8K ﹤0.01%
+600
259
$8K ﹤0.01%
98
260
$8K ﹤0.01%
349
261
$7K ﹤0.01%
63
+4
262
$7K ﹤0.01%
200
-193
263
$7K ﹤0.01%
72
264
$7K ﹤0.01%
86
265
$7K ﹤0.01%
56
266
$7K ﹤0.01%
69
267
$7K ﹤0.01%
13
+9
268
$7K ﹤0.01%
32
269
$6K ﹤0.01%
20
+4
270
$6K ﹤0.01%
81
271
$6K ﹤0.01%
112
+12
272
$6K ﹤0.01%
1,131
273
$5K ﹤0.01%
125
+13
274
$5K ﹤0.01%
145
+23
275
$5K ﹤0.01%
500