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
$889M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$989K
3
+$757K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$587K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$564K

Top Sells

1
+$3.08M
2
+$910K
3
+$525K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$405K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$371K

Sector Composition

1 Healthcare 10.53%
2 Technology 8.23%
3 Financials 4.11%
4 Consumer Staples 1.99%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$58.3K 0.01%
77
+7
277
$57.3K 0.01%
590
+93
278
$57.1K 0.01%
545
279
$55.4K 0.01%
374
+4
280
$53.6K 0.01%
316
+78
281
$53.6K 0.01%
1,129
-6
282
$53.5K 0.01%
275
-8
283
$53.2K 0.01%
450
284
$53.1K 0.01%
720
+7
285
$53K 0.01%
1,140
+39
286
$53K 0.01%
481
-395
287
$52.8K 0.01%
750
+15
288
$52.2K 0.01%
345
+16
289
$51.2K 0.01%
199
+16
290
$51K 0.01%
320
+4
291
$49.9K 0.01%
1,350
+5
292
$49.8K 0.01%
+598
293
$49.6K 0.01%
555
+17
294
$48.9K 0.01%
700
295
$48.8K 0.01%
1,419
+10
296
$48K 0.01%
194
+3
297
$47.8K 0.01%
330
+5
298
$47.5K 0.01%
377
+15
299
$47.1K 0.01%
750
300
$46.8K 0.01%
512
+34
10 11
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