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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
501
$8K ﹤0.01%
300
502
$8K ﹤0.01%
203
+55
503
$8K ﹤0.01%
193
+17
504
$8K ﹤0.01%
213
+48
505
$8K ﹤0.01%
59
+6
506
$8K ﹤0.01%
72
507
$8K ﹤0.01%
77
508
$8K ﹤0.01%
161
-107
509
$8K ﹤0.01%
212
+163
510
$8K ﹤0.01%
45
+7
511
$8K ﹤0.01%
91
+59
512
$8K ﹤0.01%
16
+2
513
$8K ﹤0.01%
250
-250
514
$8K ﹤0.01%
82
+6
515
$8K ﹤0.01%
66
+13
516
$8K ﹤0.01%
90
+16
517
$8K ﹤0.01%
150
518
$8K ﹤0.01%
300
519
$8K ﹤0.01%
115
-5
520
$8K ﹤0.01%
100
521
$7K ﹤0.01%
128
-4
522
$7K ﹤0.01%
14
523
$7K ﹤0.01%
64
+27
524
$7K ﹤0.01%
56
-33
525
$7K ﹤0.01%
9
+6
19 20
21
22 23