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
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$61.2K 0.01%
724
+7
277
$60.9K 0.01%
2,224
-39
278
$60.9K 0.01%
627
+4
279
$60.4K 0.01%
95
+2
280
$59.2K 0.01%
128
-1
281
$58.2K 0.01%
197
-1
282
$57.3K 0.01%
672
+248
283
$57K 0.01%
80
-7
284
$55.9K 0.01%
343
-48
285
$54.9K 0.01%
604
-75
286
$53.6K 0.01%
990
+23
287
$53.3K 0.01%
271
-48
288
$52.3K 0.01%
387
-23
289
$51.6K 0.01%
220
-1
290
$51.4K 0.01%
280
-2
291
$51.1K 0.01%
469
+12
292
$50.4K 0.01%
411
-2
293
$49.9K 0.01%
143
294
$49.2K 0.01%
215
-4
295
$49.1K 0.01%
372
-4
296
$48.3K 0.01%
808
-341
297
$47.3K 0.01%
100
-1
298
$47.2K 0.01%
352
-81
299
$46.8K 0.01%
524
-11
300
$46.1K ﹤0.01%
436
-248
10 11
12
13 14