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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
$318M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.83M
3
+$4.59M
4
IBDJ
iShares iBonds Dec 2017 Term Corporate ETF
IBDJ
+$3.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.52M

Top Sells

1
+$5.62M
2
+$4.02M
3
+$3.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.5M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$852K

Sector Composition

1 Financials 2.8%
2 Technology 1.57%
3 Healthcare 1.43%
4 Materials 1.37%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
22
327
$2K ﹤0.01%
138
328
$2K ﹤0.01%
95
329
$2K ﹤0.01%
+46
330
$2K ﹤0.01%
22
331
$2K ﹤0.01%
25
332
$2K ﹤0.01%
34
333
$2K ﹤0.01%
41
+9
334
$2K ﹤0.01%
36
335
$2K ﹤0.01%
18
336
$2K ﹤0.01%
64
337
$2K ﹤0.01%
46
338
$2K ﹤0.01%
+46
339
$2K ﹤0.01%
38
340
$2K ﹤0.01%
26
341
$2K ﹤0.01%
+80
342
$2K ﹤0.01%
9
-2
343
$1K ﹤0.01%
96
-132
344
$1K ﹤0.01%
257
+99
345
– –
0
346
$1K ﹤0.01%
11
-14
347
$1K ﹤0.01%
+15
348
$1K ﹤0.01%
18
349
$1K ﹤0.01%
25
350
$1K ﹤0.01%
+41
12 13
14
15 16