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

Top Buys

1
+$38.6M
2
+$7.02M
3
+$3.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.17M

Top Sells

1
+$38.4M
2
+$7.33M
3
+$2.78M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$2.03M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$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
651
$1K ﹤0.01%
+4
652
$1K ﹤0.01%
23
653
$1K ﹤0.01%
+16
654
$1K ﹤0.01%
+12
655
$1K ﹤0.01%
+22
656
$1K ﹤0.01%
+7
657
$1K ﹤0.01%
+23
658
$1K ﹤0.01%
+13
659
$1K ﹤0.01%
35
+1
660
$1K ﹤0.01%
+16
661
$1K ﹤0.01%
+41
662
$1K ﹤0.01%
+9
663
$1K ﹤0.01%
+13
664
$1K ﹤0.01%
+30
665
$1K ﹤0.01%
+21
666
$1K ﹤0.01%
+4
667
$1K ﹤0.01%
7
+2
668
$1K ﹤0.01%
+25
669
$1K ﹤0.01%
+11
670
$1K ﹤0.01%
+12
671
$1K ﹤0.01%
12
672
$1K ﹤0.01%
+4
673
$1K ﹤0.01%
+33
674
$1K ﹤0.01%
+18
675
$1K ﹤0.01%
+4
24 25 26
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