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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
551
$8.02K ﹤0.01%
30
552
$7.98K ﹤0.01%
230
553
$7.86K ﹤0.01%
55
554
$7.82K ﹤0.01%
322
+50
555
$7.82K ﹤0.01%
102
-3
556
$7.81K ﹤0.01%
306
-432
557
$7.7K ﹤0.01%
271
+4
558
$7.61K ﹤0.01%
29
-4
559
$7.54K ﹤0.01%
112
-36
560
$7.53K ﹤0.01%
194
561
$7.46K ﹤0.01%
91
-3
562
$7.42K ﹤0.01%
249
563
$7.41K ﹤0.01%
53
564
$7.39K ﹤0.01%
140
565
$7.34K ﹤0.01%
1,131
566
$7.27K ﹤0.01%
153
567
$7.26K ﹤0.01%
32
568
$7.26K ﹤0.01%
109
569
$7.22K ﹤0.01%
168
570
$7.21K ﹤0.01%
804
571
$7.03K ﹤0.01%
165
+57
572
$6.75K ﹤0.01%
541
+360
573
$6.73K ﹤0.01%
349
574
$6.7K ﹤0.01%
87
+3
575
$6.67K ﹤0.01%
233
21 22
23
24 25