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
476
$13.9K ﹤0.01%
20
+1
477
$13.8K ﹤0.01%
192
-7
478
$13.4K ﹤0.01%
436
-71
479
$13.4K ﹤0.01%
148
-1
480
$13.2K ﹤0.01%
88
-4
481
$13.1K ﹤0.01%
247
+7
482
$13K ﹤0.01%
30
+3
483
$12.8K ﹤0.01%
342
484
$12.7K ﹤0.01%
76
+3
485
$12.7K ﹤0.01%
73
-2
486
$12.7K ﹤0.01%
1,197
+15
487
$12.6K ﹤0.01%
117
488
$12.5K ﹤0.01%
54
-2
489
$12.5K ﹤0.01%
1,180
-32
490
$12.5K ﹤0.01%
128
491
$12.3K ﹤0.01%
112
-3
492
$12.3K ﹤0.01%
63
+7
493
$12.3K ﹤0.01%
3,118
494
$12.1K ﹤0.01%
36
-1
495
$12K ﹤0.01%
56
+22
496
$12K ﹤0.01%
130
+2
497
$12K ﹤0.01%
440
-160
498
$11.9K ﹤0.01%
141
+2
499
$11.8K ﹤0.01%
50
+10
500
$11.6K ﹤0.01%
25
+1
18 19
20
21 22