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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$7.2M
3
+$3.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.2M

Top Sells

1
+$38.6M
2
+$7.47M
3
+$2.78M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$2.05M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.63M

Sector Composition

1 Technology 4.28%
2 Financials 3.64%
3 Healthcare 2.58%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
24
+17
552
$4K ﹤0.01%
+24
553
$4K ﹤0.01%
+18
554
$4K ﹤0.01%
+45
555
$4K ﹤0.01%
+165
556
$3K ﹤0.01%
+250
557
$3K ﹤0.01%
+112
558
$3K ﹤0.01%
32
+23
559
$3K ﹤0.01%
+49
560
$3K ﹤0.01%
+30
561
$3K ﹤0.01%
91
+75
562
$3K ﹤0.01%
19
+9
563
$3K ﹤0.01%
27
+22
564
$3K ﹤0.01%
+100
565
$3K ﹤0.01%
+258
566
$3K ﹤0.01%
+28
567
$3K ﹤0.01%
+23
568
$3K ﹤0.01%
37
+25
569
$3K ﹤0.01%
+23
570
$3K ﹤0.01%
+91
571
$3K ﹤0.01%
+11
572
$3K ﹤0.01%
18
+14
573
$3K ﹤0.01%
+36
574
$3K ﹤0.01%
+33
575
$3K ﹤0.01%
+24
21 22
23
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