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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$7.2M
3
+$3.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.2M

Top Sells

1
+$38.6M
2
+$7.47M
3
+$2.78M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$2.05M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.63M

Sector Composition

1 Technology 4.28%
2 Financials 3.64%
3 Healthcare 2.58%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K ﹤0.01%
+1,264
277
$20K ﹤0.01%
+600
278
$20K ﹤0.01%
384
+156
279
$20K ﹤0.01%
+600
280
$20K ﹤0.01%
+400
281
$20K ﹤0.01%
103
+32
282
$19K ﹤0.01%
134
+112
283
$19K ﹤0.01%
70
+61
284
$19K ﹤0.01%
+250
285
$19K ﹤0.01%
+1,200
286
$19K ﹤0.01%
240
+58
287
$19K ﹤0.01%
+1,100
288
$19K ﹤0.01%
696
+678
289
$19K ﹤0.01%
+400
290
$19K ﹤0.01%
+400
291
$18K ﹤0.01%
+1,000
292
$18K ﹤0.01%
+300
293
$18K ﹤0.01%
+1,000
294
$18K ﹤0.01%
1,250
295
$18K ﹤0.01%
+150
296
$17K ﹤0.01%
54
+45
297
$17K ﹤0.01%
+250
298
$17K ﹤0.01%
41
+35
299
$17K ﹤0.01%
+350
300
$17K ﹤0.01%
+37
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