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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
$356M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.56M
3
+$1.34M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.19M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$769K

Top Sells

1
+$900K
2
+$812K
3
+$328K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$218K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$200K

Sector Composition

1 Financials 2.53%
2 Healthcare 1.33%
3 Technology 1.28%
4 Materials 1.11%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+24
327
$3K ﹤0.01%
14
328
$3K ﹤0.01%
111
329
$3K ﹤0.01%
54
330
$3K ﹤0.01%
253
331
$3K ﹤0.01%
24
332
$3K ﹤0.01%
45
333
$3K ﹤0.01%
146
334
$3K ﹤0.01%
+55
335
$3K ﹤0.01%
36
+9
336
$3K ﹤0.01%
42
337
$2K ﹤0.01%
33
338
$2K ﹤0.01%
8
339
$2K ﹤0.01%
26
340
$2K ﹤0.01%
40
341
$2K ﹤0.01%
49
-30
342
$2K ﹤0.01%
281
343
$2K ﹤0.01%
19
-17
344
$2K ﹤0.01%
38
345
$2K ﹤0.01%
+132
346
$2K ﹤0.01%
22
347
$2K ﹤0.01%
25
348
$2K ﹤0.01%
+86
349
$2K ﹤0.01%
138
350
$2K ﹤0.01%
70
-20
12 13
14
15 16