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

Top Buys

1
+$24.9M
2
+$24M
3
+$9.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$520K
5
CLX icon
Clorox
CLX
+$499K

Top Sells

1
+$13.6M
2
+$3.92M
3
+$1.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$915K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$879K

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
451
$11K ﹤0.01%
149
+23
452
$10K ﹤0.01%
60
+12
453
$10K ﹤0.01%
44
+6
454
$10K ﹤0.01%
40
+7
455
$10K ﹤0.01%
81
456
$10K ﹤0.01%
1,007
457
$10K ﹤0.01%
87
-6
458
$10K ﹤0.01%
90
+11
459
$10K ﹤0.01%
+207
460
$10K ﹤0.01%
51
+6
461
$10K ﹤0.01%
25
462
$10K ﹤0.01%
88
+14
463
$10K ﹤0.01%
312
-18
464
$10K ﹤0.01%
350
-350
465
$10K ﹤0.01%
56
+33
466
$10K ﹤0.01%
200
467
$10K ﹤0.01%
50
+9
468
$10K ﹤0.01%
213
+177
469
$10K ﹤0.01%
379
+33
470
$10K ﹤0.01%
231
+33
471
$10K ﹤0.01%
150
472
$10K ﹤0.01%
+960
473
$10K ﹤0.01%
109
+31
474
$9K ﹤0.01%
600
475
$9K ﹤0.01%
43
+6
17 18
19
20 21