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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
476
$13.8K ﹤0.01%
302
+3
477
$13.8K ﹤0.01%
137
478
$13.7K ﹤0.01%
71
-5
479
$13.7K ﹤0.01%
166
480
$13.5K ﹤0.01%
96
+17
481
$13.5K ﹤0.01%
275
-2
482
$13.3K ﹤0.01%
418
-2
483
$13.1K ﹤0.01%
213
-80
484
$13K ﹤0.01%
42
+20
485
$12.9K ﹤0.01%
63
486
$12.8K ﹤0.01%
343
487
$12.6K ﹤0.01%
41
488
$12.4K ﹤0.01%
172
+22
489
$12.4K ﹤0.01%
92
-21
490
$12.4K ﹤0.01%
64
-11
491
$12.2K ﹤0.01%
83
492
$12.1K ﹤0.01%
160
+5
493
$12K ﹤0.01%
77
+4
494
$12K ﹤0.01%
50
-20
495
$12K ﹤0.01%
8
+2
496
$11.8K ﹤0.01%
81
497
$11.6K ﹤0.01%
47
498
$11.6K ﹤0.01%
27
499
$11.5K ﹤0.01%
131
-38
500
$11.5K ﹤0.01%
6
-1
18 19
20
21 22