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
$712M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.63M
3
+$6.32M
4
ABT icon
Abbott
ABT
+$3.97M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.81M

Top Sells

1
+$21.2M
2
+$918K
3
+$761K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$612K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$528K

Sector Composition

1 Healthcare 12.04%
2 Technology 5.68%
3 Financials 3.59%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10.5K ﹤0.01%
642
-5
502
$10.5K ﹤0.01%
429
+112
503
$10.4K ﹤0.01%
354
+14
504
$10.4K ﹤0.01%
5,542
505
$10.3K ﹤0.01%
299
+103
506
$10.3K ﹤0.01%
14
+2
507
$10.3K ﹤0.01%
112
-13
508
$10.3K ﹤0.01%
300
+50
509
$10.2K ﹤0.01%
359
-13
510
$9.94K ﹤0.01%
624
+183
511
$9.9K ﹤0.01%
98
+11
512
$9.87K ﹤0.01%
50
+19
513
$9.85K ﹤0.01%
165
514
$9.65K ﹤0.01%
55
+8
515
$9.64K ﹤0.01%
130
+106
516
$9.59K ﹤0.01%
350
517
$9.58K ﹤0.01%
20
+1
518
$9.48K ﹤0.01%
53
+1
519
$9.33K ﹤0.01%
83
-15
520
$9.25K ﹤0.01%
+24
521
$9.14K ﹤0.01%
35
-38
522
$9.11K ﹤0.01%
25
523
$9.08K ﹤0.01%
62
+17
524
$8.89K ﹤0.01%
117
525
$8.65K ﹤0.01%
64
+15
19 20
21
22 23