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
576
$6.41K ﹤0.01%
341
+17
577
$6.39K ﹤0.01%
60
578
$6.32K ﹤0.01%
26
+21
579
$6.25K ﹤0.01%
153
580
$6.25K ﹤0.01%
174
+6
581
$6.21K ﹤0.01%
126
582
$6.2K ﹤0.01%
93
+1
583
$6.19K ﹤0.01%
137
+2
584
$6.16K ﹤0.01%
83
585
$6.14K ﹤0.01%
+6
586
$6.04K ﹤0.01%
108
-2
587
$6.01K ﹤0.01%
70
-1
588
$5.99K ﹤0.01%
29
+5
589
$5.89K ﹤0.01%
168
590
$5.86K ﹤0.01%
60
+12
591
$5.83K ﹤0.01%
102
-1
592
$5.77K ﹤0.01%
233
593
$5.64K ﹤0.01%
34
+3
594
$5.57K ﹤0.01%
60
595
$5.5K ﹤0.01%
199
+3
596
$5.46K ﹤0.01%
50
+2
597
$5.43K ﹤0.01%
46
+28
598
$5.36K ﹤0.01%
56
+6
599
$5.27K ﹤0.01%
146
600
$5.25K ﹤0.01%
270
+5
22 23
24
25 26