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
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.23K ﹤0.01%
2
627
$4.19K ﹤0.01%
114
628
$4.18K ﹤0.01%
151
629
$4.16K ﹤0.01%
6
630
$3.99K ﹤0.01%
71
+30
631
$3.94K ﹤0.01%
140
-111
632
$3.88K ﹤0.01%
21
-5
633
$3.86K ﹤0.01%
89
-5
634
$3.76K ﹤0.01%
414
+208
635
$3.75K ﹤0.01%
134
-1
636
$3.73K ﹤0.01%
16
-21
637
$3.71K ﹤0.01%
241
-13
638
$3.71K ﹤0.01%
13
-1
639
$3.69K ﹤0.01%
88
-49
640
$3.67K ﹤0.01%
159
-62
641
$3.65K ﹤0.01%
96
+81
642
$3.5K ﹤0.01%
13
+9
643
$3.45K ﹤0.01%
24
+11
644
$3.43K ﹤0.01%
114
-402
645
$3.4K ﹤0.01%
98
+4
646
$3.38K ﹤0.01%
19
-38
647
$3.33K ﹤0.01%
220
+167
648
$3.29K ﹤0.01%
156
+54
649
$3.25K ﹤0.01%
67
+2
650
$3.24K ﹤0.01%
137
24 25
26
27 28