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
$712M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.63M
3
+$6.32M
4
ABT icon
Abbott
ABT
+$3.97M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.81M

Top Sells

1
+$21.2M
2
+$918K
3
+$761K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$612K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$528K

Sector Composition

1 Healthcare 12.04%
2 Technology 5.68%
3 Financials 3.59%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23.7K ﹤0.01%
+210
377
$23.6K ﹤0.01%
203
+33
378
$23.5K ﹤0.01%
544
+428
379
$23.1K ﹤0.01%
121
+10
380
$23.1K ﹤0.01%
432
+35
381
$23K ﹤0.01%
369
-16
382
$22.9K ﹤0.01%
78
+6
383
$22.8K ﹤0.01%
242
+13
384
$22.7K ﹤0.01%
95
+4
385
$22.5K ﹤0.01%
51
-30
386
$22.5K ﹤0.01%
373
+10
387
$22.2K ﹤0.01%
227
+28
388
$21.9K ﹤0.01%
104
-34
389
$21.9K ﹤0.01%
263
+63
390
$21.7K ﹤0.01%
105
391
$21.2K ﹤0.01%
580
+463
392
$21.2K ﹤0.01%
63
+3
393
$21K ﹤0.01%
160
+25
394
$20.9K ﹤0.01%
75
+7
395
$20.8K ﹤0.01%
319
+5
396
$20.7K ﹤0.01%
274
+15
397
$20.6K ﹤0.01%
600
398
$20.5K ﹤0.01%
324
+192
399
$20.3K ﹤0.01%
376
+36
400
$20.3K ﹤0.01%
600
14 15
16
17 18