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
526
$9.52K ﹤0.01%
37
+2
527
$9.51K ﹤0.01%
16
528
$9.48K ﹤0.01%
59
+7
529
$9.43K ﹤0.01%
467
+36
530
$9.31K ﹤0.01%
125
531
$9.15K ﹤0.01%
126
532
$9.13K ﹤0.01%
36
-46
533
$9.11K ﹤0.01%
175
534
$9.08K ﹤0.01%
76
+13
535
$8.95K ﹤0.01%
175
536
$8.75K ﹤0.01%
77
+3
537
$8.66K ﹤0.01%
107
+2
538
$8.64K ﹤0.01%
47
539
$8.64K ﹤0.01%
75
540
$8.63K ﹤0.01%
42
-1
541
$8.35K ﹤0.01%
223
+1
542
$8.35K ﹤0.01%
54
+1
543
$8.21K ﹤0.01%
149
-1
544
$8.2K ﹤0.01%
177
545
$8.09K ﹤0.01%
88
-2
546
$8.02K ﹤0.01%
350
547
$7.98K ﹤0.01%
19
+2
548
$7.96K ﹤0.01%
71
-15
549
$7.94K ﹤0.01%
584
-23
550
$7.89K ﹤0.01%
259
20 21
22
23 24