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
$605M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.52M
3
+$2.18M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.48M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.03M

Top Sells

1
+$3.1M
2
+$2.36M
3
+$539K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$204K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 4.5%
2 Financials 4.05%
3 Healthcare 2.65%
4 Consumer Discretionary 2.43%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
400
352
$15K ﹤0.01%
300
353
$15K ﹤0.01%
227
-13
354
$15K ﹤0.01%
1,047
+310
355
$15K ﹤0.01%
125
+23
356
$15K ﹤0.01%
707
+560
357
$15K ﹤0.01%
37
+13
358
$15K ﹤0.01%
265
+18
359
$15K ﹤0.01%
24
+7
360
$15K ﹤0.01%
375
+90
361
$15K ﹤0.01%
200
362
$15K ﹤0.01%
308
-1,196
363
$14K ﹤0.01%
21
+7
364
$14K ﹤0.01%
269
365
$14K ﹤0.01%
150
366
$14K ﹤0.01%
48
+8
367
$14K ﹤0.01%
65
+20
368
$14K ﹤0.01%
182
369
$14K ﹤0.01%
23
+6
370
$14K ﹤0.01%
268
+21
371
$14K ﹤0.01%
83
372
$14K ﹤0.01%
227
+99
373
$14K ﹤0.01%
125
374
$13K ﹤0.01%
87
+38
375
$13K ﹤0.01%
271
-4
13 14
15
16 17