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
451
$16.9K ﹤0.01%
199
+43
452
$16.9K ﹤0.01%
311
-2
453
$16.8K ﹤0.01%
154
454
$16.7K ﹤0.01%
73
+3
455
$16.7K ﹤0.01%
415
-23
456
$16.5K ﹤0.01%
169
+11
457
$16.4K ﹤0.01%
212
+5
458
$16.4K ﹤0.01%
265
-20
459
$16.1K ﹤0.01%
381
-1
460
$16K ﹤0.01%
751
+132
461
$16K ﹤0.01%
55
+19
462
$15.9K ﹤0.01%
474
+1
463
$15.9K ﹤0.01%
8
+1
464
$15.9K ﹤0.01%
105
+1
465
$15.9K ﹤0.01%
135
+8
466
$15.9K ﹤0.01%
115
+41
467
$15.8K ﹤0.01%
234
+25
468
$15.7K ﹤0.01%
77
+9
469
$15.3K ﹤0.01%
170
470
$15.2K ﹤0.01%
121
-2
471
$14.7K ﹤0.01%
189
+49
472
$14.6K ﹤0.01%
219
-29
473
$14.6K ﹤0.01%
101
-2
474
$14.5K ﹤0.01%
364
+32
475
$14.1K ﹤0.01%
551
-2,274
17 18
19
20 21