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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
$1.04B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.33M
3
+$2.92M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.19M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.15M

Top Sells

1
+$2.44M
2
+$2.22M
3
+$2.13M
4
LMT icon
Lockheed Martin
LMT
+$1.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.18M

Sector Composition

1 Healthcare 11.07%
2 Technology 9.1%
3 Financials 4.72%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$66.6K 0.01%
1,875
+43
277
$66.5K 0.01%
491
278
$66K 0.01%
+899
279
$65.8K 0.01%
219
280
$64.8K 0.01%
328
+205
281
$64.2K 0.01%
82
+4
282
$63.2K 0.01%
332
-1
283
$62.6K 0.01%
197
284
$61.4K 0.01%
180
+1
285
$61.2K 0.01%
145
286
$60.6K 0.01%
726
287
$60.4K 0.01%
673
288
$60.2K 0.01%
237
289
$59.8K 0.01%
214
290
$58.9K 0.01%
215
291
$58.8K 0.01%
347
+120
292
$58.8K 0.01%
1,676
-1,228
293
$57.2K 0.01%
125
294
$57.1K 0.01%
297
-18
295
$57K 0.01%
402
296
$56.4K 0.01%
688
297
$56.3K 0.01%
679
298
$56.2K 0.01%
667
+3
299
$56K 0.01%
295
+15
300
$55.7K 0.01%
663
-15
10 11
12
13 14