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
$246M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.97M
3
+$1.58M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.57M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.5M

Top Sells

1
+$1.98M
2
+$1.93M
3
+$1.93M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.92M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.9M

Sector Composition

1 Materials 3.46%
2 Healthcare 1.89%
3 Financials 1.72%
4 Technology 1.62%
5 Energy 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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