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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
$1.04B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.33M
3
+$2.92M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.19M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.15M

Top Sells

1
+$2.44M
2
+$2.22M
3
+$2.13M
4
LMT icon
Lockheed Martin
LMT
+$1.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.18M

Sector Composition

1 Healthcare 11.07%
2 Technology 9.1%
3 Financials 4.72%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$31K ﹤0.01%
150
377
$30.7K ﹤0.01%
283
378
$30.1K ﹤0.01%
87
379
$29.8K ﹤0.01%
397
+4
380
$29.6K ﹤0.01%
92
-9
381
$29.2K ﹤0.01%
64
+1
382
$29K ﹤0.01%
70
383
$28.8K ﹤0.01%
559
+139
384
$28.7K ﹤0.01%
619
-3
385
$28.5K ﹤0.01%
225
-3
386
$28.5K ﹤0.01%
377
-236
387
$28.2K ﹤0.01%
91
+5
388
$27.7K ﹤0.01%
199
-12
389
$27.7K ﹤0.01%
706
+7
390
$27.6K ﹤0.01%
410
391
$27.3K ﹤0.01%
656
392
$27.3K ﹤0.01%
6,451
393
$27.2K ﹤0.01%
194
+14
394
$26.9K ﹤0.01%
166
-2
395
$26.6K ﹤0.01%
132
+8
396
$26.4K ﹤0.01%
206
+1
397
$26.4K ﹤0.01%
392
-29
398
$26.4K ﹤0.01%
97
+3
399
$26.2K ﹤0.01%
1,368
+8
400
$26K ﹤0.01%
188
14 15
16
17 18