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
$385M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1 +$6.59M
2 +$2.68M
3 +$1.13M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.04M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$841K

Sector Composition

1 Financials 2.22%
2 Materials 1.76%
3 Technology 1.3%
4 Healthcare 1.26%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
216
302
$5K ﹤0.01%
225
303
$5K ﹤0.01%
+125
304
$5K ﹤0.01%
+70
305
$5K ﹤0.01%
+76
306
$5K ﹤0.01%
50
307
$5K ﹤0.01%
80
308
$5K ﹤0.01%
45
309
$5K ﹤0.01%
69
310
$5K ﹤0.01%
196
311
$5K ﹤0.01%
59
312
$5K ﹤0.01%
34
313
$5K ﹤0.01%
47
314
$5K ﹤0.01%
+67
315
$5K ﹤0.01%
300
316
$5K ﹤0.01%
100
317
$5K ﹤0.01%
108
318
$5K ﹤0.01%
143
-34
319
$5K ﹤0.01%
+132
320
$5K ﹤0.01%
+163
321
$5K ﹤0.01%
66
322
$4K ﹤0.01%
+49
323
$4K ﹤0.01%
+216
324
$4K ﹤0.01%
140
325
$4K ﹤0.01%
+13