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
$687M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$24M
3
+$9.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$520K
5
CLX icon
Clorox
CLX
+$499K

Top Sells

1
+$13.6M
2
+$3.92M
3
+$1.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$915K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$879K

Sector Composition

1 Healthcare 9.87%
2 Technology 5.09%
3 Financials 3.68%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
82
-170
652
$2K ﹤0.01%
258
653
$2K ﹤0.01%
52
-19
654
$2K ﹤0.01%
22
655
$2K ﹤0.01%
71
-93
656
$2K ﹤0.01%
71
-56
657
$2K ﹤0.01%
101
+28
658
$2K ﹤0.01%
24
-60
659
$2K ﹤0.01%
43
-59
660
$2K ﹤0.01%
+91
661
$2K ﹤0.01%
+26
662
$2K ﹤0.01%
12
-20
663
$2K ﹤0.01%
55
+19
664
$2K ﹤0.01%
30
+19
665
$2K ﹤0.01%
40
+23
666
$2K ﹤0.01%
30
667
$2K ﹤0.01%
36
-56
668
$2K ﹤0.01%
80
+30
669
$1K ﹤0.01%
6
+1
670
$1K ﹤0.01%
+34
671
$1K ﹤0.01%
16
672
$1K ﹤0.01%
3
-2
673
$1K ﹤0.01%
11
-21
674
$1K ﹤0.01%
+6
675
$1K ﹤0.01%
12
25 26
27
28 29