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
$687M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$24M
3
+$9.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$520K
5
CLX icon
Clorox
CLX
+$499K

Top Sells

1
+$13.6M
2
+$3.92M
3
+$1.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$915K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$879K

Sector Composition

1 Healthcare 9.87%
2 Technology 5.09%
3 Financials 3.68%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K ﹤0.01%
99
+12
352
$16K ﹤0.01%
300
353
$16K ﹤0.01%
108
-24
354
$16K ﹤0.01%
66
+1
355
$16K ﹤0.01%
424
+62
356
$16K ﹤0.01%
255
+28
357
$16K ﹤0.01%
26
+2
358
$16K ﹤0.01%
43
+3
359
$15K ﹤0.01%
91
-7
360
$15K ﹤0.01%
344
+40
361
$15K ﹤0.01%
250
362
$15K ﹤0.01%
300
-257
363
$15K ﹤0.01%
50
364
$15K ﹤0.01%
339
+23
365
$15K ﹤0.01%
200
366
$15K ﹤0.01%
84
+12
367
$15K ﹤0.01%
300
368
$15K ﹤0.01%
47
+8
369
$15K ﹤0.01%
508
+53
370
$15K ﹤0.01%
93
+62
371
$15K ﹤0.01%
308
372
$15K ﹤0.01%
125
373
$15K ﹤0.01%
337
+267
374
$14K ﹤0.01%
400
375
$14K ﹤0.01%
182
13 14
15
16 17