MCM
MV Capital Management Portfolio holdings
AUM
$972M
1-Year Return
13.49%
This Quarter Return
-0.7%
1 Year Return
+13.49%
3 Year Return
+48.58%
5 Year Return
+71.54%
10 Year Return
+126.45%
AUM
$378M
AUM Growth
+$10.4M
(+2.8%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
63.94%
Holding
379
New
21
Increased
66
Reduced
104
Closed
23
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.49M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.19M |
| 3 |
iShares Core High Dividend ETF
HDV
|
+$2.95M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.56M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.56M |
Sector Composition
| 1 | Financials | 2.39% |
| 2 | Materials | 1.83% |
| 3 | Technology | 1.32% |
| 4 | Healthcare | 1.28% |
| 5 | Industrials | 1.17% |
