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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
301
$54.8K 0.01%
1,117
+74
302
$54.6K 0.01%
1,214
-13
303
$54.2K 0.01%
2,381
-270
304
$54.2K 0.01%
713
305
$53.5K 0.01%
400
306
$53K 0.01%
404
+50
307
$52.8K 0.01%
1,171
+150
308
$52.7K 0.01%
750
309
$51.9K 0.01%
104
+1
310
$51.5K ﹤0.01%
468
-1
311
$50.8K ﹤0.01%
256
-51
312
$50.3K ﹤0.01%
41
+5
313
$49.2K ﹤0.01%
78
314
$48K ﹤0.01%
667
315
$47.6K ﹤0.01%
100
316
$46.9K ﹤0.01%
391
317
$46.7K ﹤0.01%
390
318
$46.7K ﹤0.01%
748
-178
319
$46.5K ﹤0.01%
248
+4
320
$46.4K ﹤0.01%
615
-88
321
$46.2K ﹤0.01%
756
322
$46K ﹤0.01%
576
-7
323
$45.2K ﹤0.01%
288
324
$45.1K ﹤0.01%
1,593
+43
325
$43.7K ﹤0.01%
141
11 12
13
14 15