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

Top Buys

1
+$22.7M
2
+$20.9M
3
+$9.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$502K
5
CLX icon
Clorox
CLX
+$477K

Top Sells

1
+$13.6M
2
+$4.3M
3
+$1.43M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$906K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$889K

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
426
$11K ﹤0.01%
49
+6
427
$11K ﹤0.01%
40
-15
428
$11K ﹤0.01%
77
+5
429
$11K ﹤0.01%
266
-158
430
$11K ﹤0.01%
98
+16
431
$11K ﹤0.01%
107
+33
432
$11K ﹤0.01%
350
433
$11K ﹤0.01%
95
-6
434
$11K ﹤0.01%
158
+6
435
$11K ﹤0.01%
198
+31
436
$11K ﹤0.01%
718
+59
437
$11K ﹤0.01%
722
+265
438
$11K ﹤0.01%
32
+7
439
$11K ﹤0.01%
51
+9
440
$11K ﹤0.01%
150
441
$11K ﹤0.01%
238
+48
442
$11K ﹤0.01%
117
443
$11K ﹤0.01%
60
+46
444
$11K ﹤0.01%
229
+56
445
$11K ﹤0.01%
225
+25
446
$11K ﹤0.01%
166
447
$11K ﹤0.01%
47
+17
448
$11K ﹤0.01%
87
+29
449
$11K ﹤0.01%
681
+91
450
$11K ﹤0.01%
60
+8
16 17
18
19 20