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MCM

MV Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.33M
3
+$2.92M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.19M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.15M

Top Sells

1
+$2.44M
2
+$2.22M
3
+$2.13M
4
LMT icon
Lockheed Martin
LMT
+$1.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.18M

Sector Composition

1 Healthcare 11.07%
2 Technology 9.1%
3 Financials 4.72%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$85.2K 0.01%
1,051
+3
252
$85K 0.01%
453
253
$84.6K 0.01%
3,107
+1,216
254
$84K 0.01%
860
-24
255
$83.4K 0.01%
1,867
256
$82.7K 0.01%
196
257
$82.6K 0.01%
903
-68
258
$82.1K 0.01%
470
259
$82K 0.01%
2,000
260
$77.8K 0.01%
+237
261
$77.3K 0.01%
960
262
$75.8K 0.01%
1,393
-14
263
$75.7K 0.01%
543
-251
264
$75.2K 0.01%
583
-14
265
$74.1K 0.01%
990
-90
266
$74K 0.01%
150
+4
267
$72.8K 0.01%
186
-10
268
$71.7K 0.01%
357
269
$71.7K 0.01%
797
-6
270
$71.4K 0.01%
424
271
$70K 0.01%
294
272
$69.4K 0.01%
572
-165
273
$68.6K 0.01%
16
274
$68.2K 0.01%
1,077
+96
275
$67.7K 0.01%
1,728
-32
9 10
11
12 13