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
$605M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.52M
3
+$2.18M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.48M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.03M

Top Sells

1
+$3.1M
2
+$2.36M
3
+$539K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$204K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 4.5%
2 Financials 4.05%
3 Healthcare 2.65%
4 Consumer Discretionary 2.43%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
+18
627
$4K ﹤0.01%
27
+1
628
$4K ﹤0.01%
96
+55
629
$3K ﹤0.01%
13
+7
630
$3K ﹤0.01%
144
+32
631
$3K ﹤0.01%
+144
632
$3K ﹤0.01%
34
-15
633
$3K ﹤0.01%
258
634
$3K ﹤0.01%
+71
635
$3K ﹤0.01%
+7
636
$3K ﹤0.01%
37
+13
637
$3K ﹤0.01%
+8
638
$3K ﹤0.01%
40
-5
639
$3K ﹤0.01%
59
+43
640
$3K ﹤0.01%
127
+86
641
$3K ﹤0.01%
+18
642
$3K ﹤0.01%
55
+46
643
$3K ﹤0.01%
249
644
$3K ﹤0.01%
246
+42
645
$3K ﹤0.01%
32
-17
646
$3K ﹤0.01%
6
+2
647
$3K ﹤0.01%
18
-6
648
$3K ﹤0.01%
37
-27
649
$3K ﹤0.01%
23
-19
650
$3K ﹤0.01%
24
+5
24 25
26
27 28