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
$481M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.5M
3
+$2.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.3M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.03M

Top Sells

1
+$2.48M
2
+$408K
3
+$342K
4
IYR icon
iShares US Real Estate ETF
IYR
+$306K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$300K

Sector Composition

1 Technology 2.99%
2 Financials 2.29%
3 Healthcare 2.02%
4 Materials 1.7%
5 Consumer Discretionary 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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