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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
$384M
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$3.04M
3
+$2.62M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$2.34M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$2.14M

Top Sells

1
+$17.3M
2
+$10.3M
3
+$3.97M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.58M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.12M

Sector Composition

1 Materials 2.15%
2 Technology 2.13%
3 Financials 2.06%
4 Healthcare 1.59%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+73
277
$3K ﹤0.01%
96
278
$3K ﹤0.01%
129
+41
279
$3K ﹤0.01%
45
-1,742
280
$3K ﹤0.01%
42
281
$2K ﹤0.01%
26
-29
282
$2K ﹤0.01%
+113
283
$2K ﹤0.01%
12
284
$2K ﹤0.01%
150
-320
285
$2K ﹤0.01%
99
+15
286
$2K ﹤0.01%
+5
287
$2K ﹤0.01%
62
-17
288
$2K ﹤0.01%
93
+8
289
$2K ﹤0.01%
22
290
$2K ﹤0.01%
63
+9
291
$2K ﹤0.01%
249
292
$2K ﹤0.01%
174
293
$2K ﹤0.01%
+47
294
$2K ﹤0.01%
40
295
$2K ﹤0.01%
33
-6
296
$2K ﹤0.01%
100
297
$2K ﹤0.01%
57
-54
298
$2K ﹤0.01%
+12
299
$2K ﹤0.01%
12
-71
300
$2K ﹤0.01%
+18
10 11
12
13 14