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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
$440M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.96M
3
+$2.43M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$727K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$629K

Top Sells

1
+$2.08M
2
+$1.71M
3
+$1.66M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.08M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$668K

Sector Composition

1 Materials 2.19%
2 Financials 2%
3 Technology 1.61%
4 Healthcare 1.25%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
49
-1
377
$1K ﹤0.01%
+10
378
$1K ﹤0.01%
40
379
$1K ﹤0.01%
+19
380
$1K ﹤0.01%
100
381
$1K ﹤0.01%
+21
382
$1K ﹤0.01%
12
383
$1K ﹤0.01%
+7
384
$1K ﹤0.01%
+16
385
$1K ﹤0.01%
+9
386
$1K ﹤0.01%
+338
387
$1K ﹤0.01%
+18
388
– –
-60
389
– –
-50
390
– –
-61
391
– –
-137
392
– –
-61
393
– –
-128
394
– –
-34
395
– –
-6
396
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-53
397
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-124
398
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-8
399
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-35
400
– –
-31
13 14 15
16
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