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
476
$9K ﹤0.01%
49
+40
477
$9K ﹤0.01%
146
+32
478
$9K ﹤0.01%
171
479
$9K ﹤0.01%
33
+6
480
$9K ﹤0.01%
126
+50
481
$9K ﹤0.01%
137
+116
482
$9K ﹤0.01%
124
+16
483
$9K ﹤0.01%
119
+18
484
$9K ﹤0.01%
47
+13
485
$9K ﹤0.01%
200
486
$9K ﹤0.01%
99
+15
487
$9K ﹤0.01%
70
+43
488
$9K ﹤0.01%
144
489
$9K ﹤0.01%
213
490
$9K ﹤0.01%
45
+4
491
$8K ﹤0.01%
76
+42
492
$8K ﹤0.01%
33
-15
493
$8K ﹤0.01%
300
494
$8K ﹤0.01%
203
+55
495
$8K ﹤0.01%
193
+17
496
$8K ﹤0.01%
213
+48
497
$8K ﹤0.01%
59
+6
498
$8K ﹤0.01%
72
499
$8K ﹤0.01%
77
500
$8K ﹤0.01%
161
-107
18 19
20
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