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
451
$9K ﹤0.01%
24
+4
452
$9K ﹤0.01%
67
+25
453
$9K ﹤0.01%
171
454
$9K ﹤0.01%
248
+138
455
$9K ﹤0.01%
79
+8
456
$9K ﹤0.01%
300
457
$9K ﹤0.01%
105
+49
458
$9K ﹤0.01%
43
+19
459
$9K ﹤0.01%
150
460
$9K ﹤0.01%
346
+181
461
$9K ﹤0.01%
100
462
$9K ﹤0.01%
144
+78
463
$9K ﹤0.01%
52
+10
464
$9K ﹤0.01%
213
465
$9K ﹤0.01%
81
466
$8K ﹤0.01%
146
+36
467
$8K ﹤0.01%
500
468
$8K ﹤0.01%
51
469
$8K ﹤0.01%
82
+33
470
$8K ﹤0.01%
201
+156
471
$8K ﹤0.01%
152
+83
472
$8K ﹤0.01%
77
473
$8K ﹤0.01%
25
+6
474
$8K ﹤0.01%
159
475
$8K ﹤0.01%
+45
17 18
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