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
$889M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$989K
3
+$757K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$587K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$564K

Top Sells

1
+$3.08M
2
+$910K
3
+$525K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$405K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$371K

Sector Composition

1 Healthcare 10.53%
2 Technology 8.23%
3 Financials 4.11%
4 Consumer Staples 1.99%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$80.8K 0.01%
389
+14
252
$78.3K 0.01%
1,196
+8
253
$77.7K 0.01%
3,274
+69
254
$77.3K 0.01%
343
+7
255
$75.8K 0.01%
562
256
$75.2K 0.01%
1,034
+180
257
$73.6K 0.01%
+429
258
$73.3K 0.01%
1,867
259
$69.7K 0.01%
1,758
260
$68K 0.01%
1,255
+7
261
$66.9K 0.01%
475
262
$66.8K 0.01%
691
-197
263
$66.1K 0.01%
381
-44
264
$65.9K 0.01%
523
265
$65.4K 0.01%
116
+3
266
$64.7K 0.01%
306
+19
267
$63.6K 0.01%
193
+4
268
$63.2K 0.01%
831
-234
269
$63.2K 0.01%
192
+4
270
$62.7K 0.01%
814
+96
271
$62.6K 0.01%
453
272
$59.8K 0.01%
437
+11
273
$58.5K 0.01%
297
+3
274
$58.4K 0.01%
441
-28
275
$58.4K 0.01%
520
+79
9 10
11
12 13