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

Top Buys

1
+$22.7M
2
+$20.9M
3
+$9.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$502K
5
CLX icon
Clorox
CLX
+$477K

Top Sells

1
+$13.6M
2
+$4.3M
3
+$1.43M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$906K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$889K

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
476
$9K ﹤0.01%
45
+4
477
$9K ﹤0.01%
600
478
$9K ﹤0.01%
43
+6
479
$9K ﹤0.01%
49
+40
480
$9K ﹤0.01%
146
+32
481
$9K ﹤0.01%
171
482
$9K ﹤0.01%
33
+6
483
$9K ﹤0.01%
126
+50
484
$9K ﹤0.01%
137
+116
485
$9K ﹤0.01%
124
+16
486
$9K ﹤0.01%
119
+18
487
$9K ﹤0.01%
47
+13
488
$9K ﹤0.01%
200
489
$9K ﹤0.01%
99
+15
490
$9K ﹤0.01%
213
491
$8K ﹤0.01%
98
492
$8K ﹤0.01%
19
+6
493
$8K ﹤0.01%
349
494
$8K ﹤0.01%
34
+5
495
$8K ﹤0.01%
25
+12
496
$8K ﹤0.01%
23
+2
497
$8K ﹤0.01%
32
498
$8K ﹤0.01%
228
+84
499
$8K ﹤0.01%
76
+42
500
$8K ﹤0.01%
33
-15
18 19
20
21 22