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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
626
$4.26K ﹤0.01%
87
-24
627
$4.19K ﹤0.01%
25
-9
628
$4.09K ﹤0.01%
264
629
$4.08K ﹤0.01%
349
630
$3.97K ﹤0.01%
69
631
$3.93K ﹤0.01%
75
632
$3.91K ﹤0.01%
20
633
$3.88K ﹤0.01%
12
634
$3.79K ﹤0.01%
69
+1
635
$3.75K ﹤0.01%
285
+41
636
$3.75K ﹤0.01%
132
637
$3.75K ﹤0.01%
62
+2
638
$3.72K ﹤0.01%
466
-428
639
$3.67K ﹤0.01%
104
640
$3.6K ﹤0.01%
62
-6
641
$3.59K ﹤0.01%
80
-178
642
$3.58K ﹤0.01%
27
643
$3.57K ﹤0.01%
34
-23
644
$3.55K ﹤0.01%
20
645
$3.44K ﹤0.01%
92
646
$3.43K ﹤0.01%
23
-10
647
$3.42K ﹤0.01%
309
+19
648
$3.42K ﹤0.01%
562
+359
649
$3.4K ﹤0.01%
85
650
$3.32K ﹤0.01%
37
-105
24 25
26
27 28