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
576
$6.57K ﹤0.01%
704
+203
577
$6.53K ﹤0.01%
507
-454
578
$6.49K ﹤0.01%
90
-2
579
$6.42K ﹤0.01%
127
-143
580
$6.23K ﹤0.01%
59
-75
581
$6.19K ﹤0.01%
108
+4
582
$6.14K ﹤0.01%
57
+19
583
$6.08K ﹤0.01%
35
+13
584
$6.07K ﹤0.01%
249
585
$6.02K ﹤0.01%
257
-14
586
$5.99K ﹤0.01%
79
-3
587
$5.87K ﹤0.01%
97
-30
588
$5.82K ﹤0.01%
57
+3
589
$5.8K ﹤0.01%
50
590
$5.79K ﹤0.01%
33
-1
591
$5.77K ﹤0.01%
77
+40
592
$5.77K ﹤0.01%
127
593
$5.71K ﹤0.01%
326
-9
594
$5.7K ﹤0.01%
187
-13
595
$5.68K ﹤0.01%
38
+1
596
$5.63K ﹤0.01%
33
-19
597
$5.58K ﹤0.01%
168
598
$5.54K ﹤0.01%
45
-2
599
$5.51K ﹤0.01%
148
+53
600
$5.36K ﹤0.01%
129
+26
22 23
24
25 26