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
376
$26.4K ﹤0.01%
438
-556
377
$26.1K ﹤0.01%
813
-149
378
$26K ﹤0.01%
349
-3
379
$25.9K ﹤0.01%
123
+2
380
$25.8K ﹤0.01%
149
-463
381
$25.8K ﹤0.01%
305
+6
382
$25.7K ﹤0.01%
714
-2
383
$25.4K ﹤0.01%
89
+2
384
$25.4K ﹤0.01%
367
-45
385
$25.3K ﹤0.01%
20
-1
386
$25.3K ﹤0.01%
414
+1
387
$25.2K ﹤0.01%
1,181
-44
388
$25K ﹤0.01%
255
-1,136
389
$24.7K ﹤0.01%
137
390
$24.6K ﹤0.01%
172
-16
391
$24.4K ﹤0.01%
130
-26
392
$24.4K ﹤0.01%
1,498
-25
393
$24.3K ﹤0.01%
107
-6
394
$24K ﹤0.01%
737
-38
395
$23.6K ﹤0.01%
361
-5
396
$23.5K ﹤0.01%
122
+2
397
$23.5K ﹤0.01%
217
+215
398
$23.2K ﹤0.01%
291
+7
399
$23.1K ﹤0.01%
115
400
$23.1K ﹤0.01%
73
14 15
16
17 18