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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
$580M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$4.47M
3
+$4.13M
4
HDV
iShares Core High Dividend ETF
HDV
+$4.04M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.85M

Top Sells

1
+$25M
2
+$24.7M
3
+$12.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.35M

Sector Composition

1 Healthcare 11.67%
2 Technology 4.89%
3 Financials 3.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
121
+40
627
$2K ﹤0.01%
146
+118
628
$2K ﹤0.01%
51
+43
629
$2K ﹤0.01%
500
630
$2K ﹤0.01%
47
+9
631
$2K ﹤0.01%
62
-197
632
$2K ﹤0.01%
43
+24
633
$2K ﹤0.01%
21
+13
634
$2K ﹤0.01%
56
-57
635
$2K ﹤0.01%
40
636
$2K ﹤0.01%
38
+32
637
$2K ﹤0.01%
21
-3
638
$2K ﹤0.01%
61
+24
639
$2K ﹤0.01%
33
640
$1K ﹤0.01%
25
641
$1K ﹤0.01%
15
-2
642
$1K ﹤0.01%
4
+1
643
$1K ﹤0.01%
+31
644
$1K ﹤0.01%
53
-195
645
$1K ﹤0.01%
16
+10
646
$1K ﹤0.01%
44
647
$1K ﹤0.01%
27
648
$1K ﹤0.01%
23
649
$1K ﹤0.01%
13
-35
650
$1K ﹤0.01%
12
24 25
26
27 28