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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
526
$9.43K ﹤0.01%
100
-100
527
$9.43K ﹤0.01%
107
+9
528
$9.19K ﹤0.01%
502
+340
529
$9.12K ﹤0.01%
84
-6
530
$9.12K ﹤0.01%
96
+3
531
$9.11K ﹤0.01%
385
-19
532
$9.09K ﹤0.01%
81
533
$9.07K ﹤0.01%
203
534
$8.99K ﹤0.01%
242
535
$8.98K ﹤0.01%
117
536
$8.72K ﹤0.01%
68
537
$8.68K ﹤0.01%
350
538
$8.66K ﹤0.01%
107
539
$8.64K ﹤0.01%
250
-1
540
$8.56K ﹤0.01%
113
+10
541
$8.49K ﹤0.01%
104
542
$8.46K ﹤0.01%
64
+2
543
$8.38K ﹤0.01%
33
+2
544
$8.32K ﹤0.01%
165
-8
545
$8.28K ﹤0.01%
52
546
$8.28K ﹤0.01%
96
547
$8.27K ﹤0.01%
120
548
$8.25K ﹤0.01%
88
+31
549
$8.2K ﹤0.01%
19
-2
550
$8.06K ﹤0.01%
23
+1
20 21
22
23 24