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
$527M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$3.75M
2 +$2.85M
3 +$2.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.04M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.7M

Sector Composition

1 Technology 3.47%
2 Financials 2.83%
3 Healthcare 2.2%
4 Consumer Discretionary 1.82%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-14
302
-363
303
-16,162
304
-812