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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
$1.04B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.33M
3
+$2.92M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.19M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.15M

Top Sells

1
+$2.44M
2
+$2.22M
3
+$2.13M
4
LMT icon
Lockheed Martin
LMT
+$1.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.18M

Sector Composition

1 Healthcare 11.07%
2 Technology 9.1%
3 Financials 4.72%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17.4K ﹤0.01%
81
452
$17.3K ﹤0.01%
305
-1
453
$17.1K ﹤0.01%
250
-1
454
$16.9K ﹤0.01%
54
455
$16.8K ﹤0.01%
115
-195
456
$16.6K ﹤0.01%
372
457
$16.4K ﹤0.01%
70
-6
458
$16.3K ﹤0.01%
165
-7
459
$16K ﹤0.01%
696
+92
460
$15.9K ﹤0.01%
238
-83
461
$15.7K ﹤0.01%
114
462
$15.6K ﹤0.01%
151
-2
463
$15.2K ﹤0.01%
62
464
$15.1K ﹤0.01%
315
+4
465
$14.6K ﹤0.01%
120
-3
466
$14.5K ﹤0.01%
101
467
$14.4K ﹤0.01%
292
468
$14.4K ﹤0.01%
48
-18
469
$14.1K ﹤0.01%
106
+2
470
$14.1K ﹤0.01%
24
471
$13.9K ﹤0.01%
859
-498
472
$13.9K ﹤0.01%
73
-6
473
$13.9K ﹤0.01%
135
474
$13.9K ﹤0.01%
144
475
$13.9K ﹤0.01%
244
+3
17 18
19
20 21