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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
401
$25.8K ﹤0.01%
120
402
$25.6K ﹤0.01%
345
+1
403
$25.4K ﹤0.01%
135
404
$25.3K ﹤0.01%
177
+15
405
$25.2K ﹤0.01%
96
+33
406
$25.2K ﹤0.01%
496
407
$25.2K ﹤0.01%
72
408
$25.1K ﹤0.01%
114
+2
409
$25K ﹤0.01%
283
410
$24.9K ﹤0.01%
1,443
411
$24.9K ﹤0.01%
149
-102
412
$24.8K ﹤0.01%
634
-56
413
$24.7K ﹤0.01%
693
-29,765
414
$24.7K ﹤0.01%
718
-57
415
$24K ﹤0.01%
83
+1
416
$23.9K ﹤0.01%
506
-16
417
$23.8K ﹤0.01%
25
418
$23.8K ﹤0.01%
306
+1
419
$23.8K ﹤0.01%
85
+1
420
$23.7K ﹤0.01%
18
-7
421
$23.7K ﹤0.01%
91
+21
422
$23.6K ﹤0.01%
138
423
$23.3K ﹤0.01%
950
424
$23.3K ﹤0.01%
318
425
$23K ﹤0.01%
32
15 16
17
18 19