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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
326
$43.5K ﹤0.01%
690
327
$43.3K ﹤0.01%
640
328
$43K ﹤0.01%
708
+100
329
$42.9K ﹤0.01%
248
330
$42.5K ﹤0.01%
423
-2
331
$42.4K ﹤0.01%
377
332
$42.4K ﹤0.01%
81
+1
333
$42.2K ﹤0.01%
66
334
$42K ﹤0.01%
297
+2
335
$41.3K ﹤0.01%
201
+2
336
$41.2K ﹤0.01%
135
+1
337
$41.1K ﹤0.01%
138
338
$41K ﹤0.01%
260
339
$40.9K ﹤0.01%
585
340
$40.5K ﹤0.01%
136
341
$40.4K ﹤0.01%
171
342
$39.9K ﹤0.01%
413
-17
343
$39.7K ﹤0.01%
883
344
$39.5K ﹤0.01%
180
345
$39.1K ﹤0.01%
116
+15
346
$39.1K ﹤0.01%
808
+2
347
$38.7K ﹤0.01%
149
348
$38.5K ﹤0.01%
150
+1
349
$38.2K ﹤0.01%
389
+1
350
$37.9K ﹤0.01%
667
+1
12 13
14
15 16