MCM
MV Capital Management Portfolio holdings
AUM
$1.04B
1-Year Est. Return
16.98%
This Fund
S&P 500
1 Year Est. Return
+16.98%
AUM
$972M
AUM Growth
+$40.3M
(+4.3%)
Holding
1,136
Top Buys
| 1 | +$6.77M | |
| 2 | +$3.46M | |
| 3 | +$1.88M | |
| 4 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
+$924K |
| 5 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$366K |
Top Sells
| 1 | +$3.9M | |
| 2 | +$3.32M | |
| 3 | +$3.23M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$1.31M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$897K |
Sector Composition
| 1 | Healthcare | 10.8% |
| 2 | Technology | 8.62% |
| 3 | Financials | 4.82% |
| 4 | Consumer Staples | 2.08% |
| 5 | Consumer Discretionary | 1.82% |