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
501
$11.5K ﹤0.01%
183
+59
502
$11.5K ﹤0.01%
153
+72
503
$11.5K ﹤0.01%
200
-309
504
$11.3K ﹤0.01%
54
-9
505
$11.1K ﹤0.01%
138
-1
506
$10.9K ﹤0.01%
61
+1
507
$10.9K ﹤0.01%
72
+12
508
$10.8K ﹤0.01%
28
509
$10.7K ﹤0.01%
102
+1
510
$10.6K ﹤0.01%
381
+47
511
$10.5K ﹤0.01%
193
512
$10.5K ﹤0.01%
146
+8
513
$10.5K ﹤0.01%
56
514
$10.4K ﹤0.01%
81
515
$10.3K ﹤0.01%
201
+7
516
$9.96K ﹤0.01%
89
517
$9.95K ﹤0.01%
172
+46
518
$9.91K ﹤0.01%
360
519
$9.79K ﹤0.01%
109
+1
520
$9.79K ﹤0.01%
27
-5
521
$9.76K ﹤0.01%
73
+3
522
$9.74K ﹤0.01%
114
523
$9.67K ﹤0.01%
331
-6
524
$9.63K ﹤0.01%
63
-9
525
$9.59K ﹤0.01%
134
-14
19 20
21
22 23