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
$687M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$24M
3
+$9.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$520K
5
CLX icon
Clorox
CLX
+$499K

Top Sells

1
+$13.6M
2
+$3.92M
3
+$1.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$915K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$879K

Sector Composition

1 Healthcare 9.87%
2 Technology 5.09%
3 Financials 3.68%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
108
+16
402
$12K ﹤0.01%
268
+18
403
$12K ﹤0.01%
53
+4
404
$12K ﹤0.01%
364
+18
405
$12K ﹤0.01%
33
-4
406
$12K ﹤0.01%
99
+48
407
$12K ﹤0.01%
150
408
$12K ﹤0.01%
31
+2
409
$12K ﹤0.01%
46
+20
410
$12K ﹤0.01%
61
-8
411
$12K ﹤0.01%
340
412
$12K ﹤0.01%
852
+100
413
$12K ﹤0.01%
659
+27
414
$12K ﹤0.01%
4,913
415
$12K ﹤0.01%
17
+4
416
$12K ﹤0.01%
185
-57
417
$12K ﹤0.01%
7
+4
418
$12K ﹤0.01%
400
419
$11K ﹤0.01%
40
-15
420
$11K ﹤0.01%
77
+5
421
$11K ﹤0.01%
266
-158
422
$11K ﹤0.01%
98
+16
423
$11K ﹤0.01%
107
+33
424
$11K ﹤0.01%
350
425
$11K ﹤0.01%
250
15 16
17
18 19