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
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$80.3K 0.01%
348
-1
252
$78.9K 0.01%
196
+4
253
$76.4K 0.01%
1,867
254
$76.4K 0.01%
81
+1
255
$76K 0.01%
470
256
$74.6K 0.01%
475
257
$74.6K 0.01%
959
-7
258
$74.4K 0.01%
2,551
-64
259
$73.6K 0.01%
824
+6
260
$72.8K 0.01%
400
+16
261
$71.3K 0.01%
193
262
$71.2K 0.01%
1,240
-3
263
$70.2K 0.01%
453
264
$69.9K 0.01%
144
-3
265
$68.9K 0.01%
742
+185
266
$68.3K 0.01%
1,129
-3
267
$67.2K 0.01%
205
+5
268
$66.5K 0.01%
294
-2
269
$64.8K 0.01%
1,285
-183
270
$64.7K 0.01%
3,227
-1,284
271
$64.5K 0.01%
433
-5
272
$64K 0.01%
810
-15
273
$63.3K 0.01%
1,758
274
$62.2K 0.01%
333
+7
275
$62.1K 0.01%
1,347
+8
9 10
11
12 13