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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$7.2M
3
+$3.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.2M

Top Sells

1
+$38.6M
2
+$7.47M
3
+$2.78M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$2.05M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.63M

Sector Composition

1 Technology 4.28%
2 Financials 3.64%
3 Healthcare 2.58%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
+28
627
$2K ﹤0.01%
+13
628
$2K ﹤0.01%
+4
629
$2K ﹤0.01%
+71
630
$2K ﹤0.01%
+65
631
$2K ﹤0.01%
+18
632
$2K ﹤0.01%
+46
633
$2K ﹤0.01%
+4
634
$2K ﹤0.01%
+6
635
$2K ﹤0.01%
40
636
$2K ﹤0.01%
+48
637
$2K ﹤0.01%
40
638
$2K ﹤0.01%
+6
639
$2K ﹤0.01%
10
+3
640
$2K ﹤0.01%
+17
641
$2K ﹤0.01%
+4
642
$2K ﹤0.01%
+7
643
$2K ﹤0.01%
+64
644
$2K ﹤0.01%
+41
645
$1K ﹤0.01%
+6
646
$1K ﹤0.01%
+14
647
$1K ﹤0.01%
48
+17
648
$1K ﹤0.01%
+15
649
$1K ﹤0.01%
+4
650
$1K ﹤0.01%
25
24 25
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27 28