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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
$278M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.55M
3
+$2.15M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.03M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.45M

Top Sells

1
+$3.39M
2
+$3.06M
3
+$2.36M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.19M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M

Sector Composition

1 Financials 2.81%
2 Materials 1.63%
3 Technology 1.59%
4 Healthcare 1.56%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
60
352
$2K ﹤0.01%
25
353
$2K ﹤0.01%
11
354
$1K ﹤0.01%
49
355
$1K ﹤0.01%
9
356
$1K ﹤0.01%
12
357
$1K ﹤0.01%
72
358
$1K ﹤0.01%
25
359
$1K ﹤0.01%
24
360
$1K ﹤0.01%
17
361
$1K ﹤0.01%
+7
362
$1K ﹤0.01%
11
363
$1K ﹤0.01%
+52
364
$1K ﹤0.01%
158
365
$1K ﹤0.01%
5
366
$1K ﹤0.01%
18
367
$1K ﹤0.01%
3,710
368
– –
-3,398
369
– –
-36
370
– –
-2
371
– –
-37
372
– –
-116
373
– –
-37
374
– –
-417
375
– –
-36
12 13 14
15
16