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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
601
$5.1K ﹤0.01%
332
602
$5.03K ﹤0.01%
146
603
$5K ﹤0.01%
229
604
$4.97K ﹤0.01%
225
+66
605
$4.9K ﹤0.01%
31
606
$4.86K ﹤0.01%
71
+6
607
$4.83K ﹤0.01%
257
608
$4.79K ﹤0.01%
16
609
$4.73K ﹤0.01%
56
610
$4.7K ﹤0.01%
345
+334
611
$4.69K ﹤0.01%
44
+2
612
$4.67K ﹤0.01%
47
+1
613
$4.66K ﹤0.01%
309
+113
614
$4.66K ﹤0.01%
14
615
$4.63K ﹤0.01%
163
616
$4.61K ﹤0.01%
291
+9
617
$4.58K ﹤0.01%
16
-25
618
$4.43K ﹤0.01%
33
+3
619
$4.37K ﹤0.01%
144
+141
620
$4.37K ﹤0.01%
358
621
$4.37K ﹤0.01%
19
622
$4.35K ﹤0.01%
26
623
$4.33K ﹤0.01%
100
624
$4.32K ﹤0.01%
64
+4
625
$4.28K ﹤0.01%
77
+18
23 24
25
26 27