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
$889M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$989K
3
+$757K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$587K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$564K

Top Sells

1
+$3.08M
2
+$910K
3
+$525K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$405K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$371K

Sector Composition

1 Healthcare 10.53%
2 Technology 8.23%
3 Financials 4.11%
4 Consumer Staples 1.99%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.36K ﹤0.01%
28
-1
552
$8.26K ﹤0.01%
16
553
$8.1K ﹤0.01%
222
554
$8.09K ﹤0.01%
125
555
$8.08K ﹤0.01%
59
+27
556
$8.02K ﹤0.01%
75
557
$7.94K ﹤0.01%
131
+8
558
$7.86K ﹤0.01%
90
-1
559
$7.67K ﹤0.01%
76
+25
560
$7.59K ﹤0.01%
153
-5
561
$7.56K ﹤0.01%
53
+1
562
$7.54K ﹤0.01%
114
563
$7.51K ﹤0.01%
148
564
$7.38K ﹤0.01%
260
+6
565
$7.25K ﹤0.01%
68
+6
566
$7.14K ﹤0.01%
127
-2
567
$7.08K ﹤0.01%
123
-23
568
$6.82K ﹤0.01%
916
-607
569
$6.74K ﹤0.01%
64
+35
570
$6.64K ﹤0.01%
804
571
$6.63K ﹤0.01%
115
+20
572
$6.61K ﹤0.01%
350
573
$6.58K ﹤0.01%
103
+4
574
$6.53K ﹤0.01%
24
+4
575
$6.43K ﹤0.01%
211
-32
21 22
23
24 25