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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
576
$6.65K ﹤0.01%
41
-25
577
$6.6K ﹤0.01%
24
-24
578
$6.54K ﹤0.01%
266
+27
579
$6.51K ﹤0.01%
97
580
$6.41K ﹤0.01%
36
+10
581
$6.41K ﹤0.01%
91
582
$6.34K ﹤0.01%
240
583
$6.28K ﹤0.01%
255
584
$6.24K ﹤0.01%
85
-8
585
$6.07K ﹤0.01%
127
586
$5.89K ﹤0.01%
22
-1
587
$5.84K ﹤0.01%
290
588
$5.82K ﹤0.01%
42
+3
589
$5.81K ﹤0.01%
6
590
$5.76K ﹤0.01%
36
+2
591
$5.64K ﹤0.01%
102
+38
592
$5.46K ﹤0.01%
67
+18
593
$5.38K ﹤0.01%
99
-9
594
$5.34K ﹤0.01%
50
595
$5.32K ﹤0.01%
40
-3
596
$5.29K ﹤0.01%
59
597
$5.29K ﹤0.01%
72
598
$5.2K ﹤0.01%
24
599
$5.14K ﹤0.01%
75
-55
600
$5.12K ﹤0.01%
198
-116
22 23
24
25 26