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
551
$7.86K ﹤0.01%
242
-94
552
$7.67K ﹤0.01%
804
553
$7.67K ﹤0.01%
117
554
$7.66K ﹤0.01%
66
-37
555
$7.62K ﹤0.01%
111
+17
556
$7.53K ﹤0.01%
109
557
$7.42K ﹤0.01%
26
+3
558
$7.42K ﹤0.01%
1,131
559
$7.41K ﹤0.01%
107
560
$7.39K ﹤0.01%
30
561
$7.28K ﹤0.01%
103
-6
562
$7.25K ﹤0.01%
228
-165
563
$7.07K ﹤0.01%
123
+16
564
$7.04K ﹤0.01%
148
565
$7.02K ﹤0.01%
233
566
$6.99K ﹤0.01%
62
567
$6.98K ﹤0.01%
220
+7
568
$6.95K ﹤0.01%
270
-10
569
$6.92K ﹤0.01%
62
-3
570
$6.82K ﹤0.01%
94
+1
571
$6.75K ﹤0.01%
99
-5
572
$6.65K ﹤0.01%
75
-17
573
$6.61K ﹤0.01%
153
574
$6.61K ﹤0.01%
126
575
$6.59K ﹤0.01%
349
21 22
23
24 25