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
376
$13K ﹤0.01%
50
377
$13K ﹤0.01%
316
+52
378
$13K ﹤0.01%
164
+102
379
$13K ﹤0.01%
142
+77
380
$13K ﹤0.01%
29
+10
381
$13K ﹤0.01%
455
+226
382
$13K ﹤0.01%
632
+60
383
$13K ﹤0.01%
800
384
$13K ﹤0.01%
150
385
$13K ﹤0.01%
209
+122
386
$12K ﹤0.01%
300
387
$12K ﹤0.01%
100
388
$12K ﹤0.01%
94
+38
389
$12K ﹤0.01%
150
390
$12K ﹤0.01%
40
+10
391
$12K ﹤0.01%
40
+15
392
$12K ﹤0.01%
69
+17
393
$12K ﹤0.01%
340
394
$12K ﹤0.01%
50
395
$12K ﹤0.01%
103
+31
396
$12K ﹤0.01%
155
+118
397
$12K ﹤0.01%
83
+21
398
$12K ﹤0.01%
74
+47
399
$11K ﹤0.01%
89
+37
400
$11K ﹤0.01%
304
+122
14 15
16
17 18