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
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$20.3K ﹤0.01%
274
+4
427
$20.2K ﹤0.01%
211
-6
428
$20.1K ﹤0.01%
34
-5
429
$20K ﹤0.01%
233
+1
430
$19.7K ﹤0.01%
28
-3
431
$19.6K ﹤0.01%
332
432
$19.6K ﹤0.01%
1,577
+51
433
$19.5K ﹤0.01%
118
+38
434
$19.4K ﹤0.01%
78
+46
435
$19.1K ﹤0.01%
74
+19
436
$19K ﹤0.01%
300
437
$19K ﹤0.01%
130
-5
438
$18.9K ﹤0.01%
162
+10
439
$18.9K ﹤0.01%
107
+21
440
$18.5K ﹤0.01%
54
+1
441
$18.4K ﹤0.01%
351
+25
442
$18.3K ﹤0.01%
112
-60
443
$18.2K ﹤0.01%
137
-4
444
$18.1K ﹤0.01%
193
+2
445
$17.8K ﹤0.01%
81
+1
446
$17.4K ﹤0.01%
84
-10
447
$17.2K ﹤0.01%
111
-3
448
$17.2K ﹤0.01%
164
+4
449
$17K ﹤0.01%
808
450
$16.9K ﹤0.01%
196
+52
16 17
18
19 20