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
$605M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.52M
3
+$2.18M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.48M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.03M

Top Sells

1
+$3.1M
2
+$2.36M
3
+$539K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$204K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 4.5%
2 Financials 4.05%
3 Healthcare 2.65%
4 Consumer Discretionary 2.43%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
72
+44
427
$10K ﹤0.01%
400
428
$10K ﹤0.01%
92
+29
429
$10K ﹤0.01%
117
430
$10K ﹤0.01%
33
+13
431
$10K ﹤0.01%
29
+9
432
$10K ﹤0.01%
16
+7
433
$10K ﹤0.01%
166
434
$10K ﹤0.01%
752
+282
435
$10K ﹤0.01%
222
+96
436
$10K ﹤0.01%
75
437
$9K ﹤0.01%
+1,340
438
$9K ﹤0.01%
157
+79
439
$9K ﹤0.01%
72
+30
440
$9K ﹤0.01%
+600
441
$9K ﹤0.01%
300
442
$9K ﹤0.01%
+102
443
$9K ﹤0.01%
300
444
$9K ﹤0.01%
40
+11
445
$9K ﹤0.01%
92
+28
446
$9K ﹤0.01%
55
+11
447
$9K ﹤0.01%
250
+159
448
$9K ﹤0.01%
114
+44
449
$9K ﹤0.01%
346
+170
450
$9K ﹤0.01%
126
+69
16 17
18
19 20