MCM

MV Capital Management Portfolio holdings

AUM $972M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.96M
3
+$2.44M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$729K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$639K

Top Sells

1
+$2.09M
2
+$1.69M
3
+$1.68M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K

Sector Composition

1 Materials 2.19%
2 Financials 2%
3 Technology 1.61%
4 Healthcare 1.25%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+39
352
$2K ﹤0.01%
+11
353
$2K ﹤0.01%
+51
354
$2K ﹤0.01%
26
355
$2K ﹤0.01%
+13
356
$2K ﹤0.01%
+13
357
$2K ﹤0.01%
126
358
$2K ﹤0.01%
42
359
$2K ﹤0.01%
+29
360
$1K ﹤0.01%
25
361
$1K ﹤0.01%
+4
362
$1K ﹤0.01%
23
363
$1K ﹤0.01%
+32
364
$1K ﹤0.01%
54
-19
365
$1K ﹤0.01%
+112
366
$1K ﹤0.01%
+26
367
$1K ﹤0.01%
22
-21
368
$1K ﹤0.01%
+119
369
$1K ﹤0.01%
+127
370
$1K ﹤0.01%
+61
371
$1K ﹤0.01%
+23
372
$1K ﹤0.01%
+20
373
$1K ﹤0.01%
26
-30
374
$1K ﹤0.01%
+18
375
$1K ﹤0.01%
49
-1
13 14
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16 17