We are live on ! Find out more
MCM

MV Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.33M
3
+$2.92M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.19M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.15M

Top Sells

1
+$2.44M
2
+$2.22M
3
+$2.13M
4
LMT icon
Lockheed Martin
LMT
+$1.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.18M

Sector Composition

1 Healthcare 11.07%
2 Technology 9.1%
3 Financials 4.72%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37.8K ﹤0.01%
532
352
$37.6K ﹤0.01%
2,012
353
$37.3K ﹤0.01%
296
+6
354
$37.1K ﹤0.01%
129
355
$36.4K ﹤0.01%
391
356
$36.4K ﹤0.01%
318
+11
357
$36.3K ﹤0.01%
746
+6
358
$35.9K ﹤0.01%
72
359
$35.7K ﹤0.01%
533
-11
360
$35.4K ﹤0.01%
233
+4
361
$34.9K ﹤0.01%
712
362
$34.9K ﹤0.01%
62
+22
363
$34.7K ﹤0.01%
1,201
-10
364
$34.3K ﹤0.01%
186
365
$33.8K ﹤0.01%
131
+1
366
$33.4K ﹤0.01%
35
+1
367
$32.7K ﹤0.01%
145
+4
368
$32.6K ﹤0.01%
447
369
$32.6K ﹤0.01%
400
370
$32.5K ﹤0.01%
250
+7
371
$32.1K ﹤0.01%
4
+1
372
$31.5K ﹤0.01%
102
+2
373
$31.5K ﹤0.01%
30,542
+9,000
374
$31.2K ﹤0.01%
159
375
$31.1K ﹤0.01%
1,000
-2,546
13 14
15
16 17