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
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31.8K ﹤0.01%
26
+4
352
$31.3K ﹤0.01%
1,254
-20
353
$30.8K ﹤0.01%
220
-9
354
$30.5K ﹤0.01%
743
-6
355
$30.5K ﹤0.01%
300
356
$30.3K ﹤0.01%
399
+7
357
$29.5K ﹤0.01%
552
-142
358
$28.9K ﹤0.01%
531
-231
359
$28.8K ﹤0.01%
1,422
+4
360
$28.7K ﹤0.01%
748
-51
361
$28.7K ﹤0.01%
21,542
362
$28.6K ﹤0.01%
84
-3
363
$28.6K ﹤0.01%
752
-70
364
$28.2K ﹤0.01%
90
+2
365
$28.2K ﹤0.01%
134
-2
366
$28.1K ﹤0.01%
94
+7
367
$28K ﹤0.01%
150
368
$27.9K ﹤0.01%
423
-22
369
$27.9K ﹤0.01%
224
-29
370
$27.4K ﹤0.01%
105
-3
371
$27.4K ﹤0.01%
81
-1
372
$27.4K ﹤0.01%
26
+1
373
$27.1K ﹤0.01%
400
374
$26.9K ﹤0.01%
65
+6
375
$26.8K ﹤0.01%
351
+35
13 14
15
16 17