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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
501
$11.4K ﹤0.01%
176
-1
502
$11.4K ﹤0.01%
135
+1
503
$11.3K ﹤0.01%
346
504
$11.3K ﹤0.01%
124
-5
505
$10.9K ﹤0.01%
3
506
$10.9K ﹤0.01%
1,100
+34
507
$10.8K ﹤0.01%
125
508
$10.8K ﹤0.01%
76
+13
509
$10.8K ﹤0.01%
352
510
$10.7K ﹤0.01%
57
+26
511
$10.6K ﹤0.01%
121
-57
512
$10.5K ﹤0.01%
55
+7
513
$10.4K ﹤0.01%
177
514
$10.4K ﹤0.01%
51
515
$10.3K ﹤0.01%
46
-1
516
$10.3K ﹤0.01%
192
517
$10.3K ﹤0.01%
59
518
$10.1K ﹤0.01%
34
519
$10.1K ﹤0.01%
22
520
$9.77K ﹤0.01%
75
521
$9.76K ﹤0.01%
3,118
522
$9.74K ﹤0.01%
163
+8
523
$9.72K ﹤0.01%
103
-1
524
$9.59K ﹤0.01%
295
-5
525
$9.5K ﹤0.01%
112
19 20
21
22 23