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
651
$3.15K ﹤0.01%
27
-87
652
$3.15K ﹤0.01%
301
-32
653
$3.08K ﹤0.01%
15
+7
654
$3.06K ﹤0.01%
9
655
$3.04K ﹤0.01%
18
656
$3.02K ﹤0.01%
12
-2
657
$3.01K ﹤0.01%
134
+18
658
$3K ﹤0.01%
264
659
$2.97K ﹤0.01%
30
+13
660
$2.95K ﹤0.01%
94
-97
661
$2.93K ﹤0.01%
14
662
$2.92K ﹤0.01%
29
663
$2.82K ﹤0.01%
294
+207
664
$2.79K ﹤0.01%
72
-62
665
$2.7K ﹤0.01%
203
+89
666
$2.69K ﹤0.01%
26
+2
667
$2.67K ﹤0.01%
14
+2
668
$2.66K ﹤0.01%
15
+2
669
$2.61K ﹤0.01%
20
670
$2.61K ﹤0.01%
220
+172
671
$2.61K ﹤0.01%
106
+48
672
$2.52K ﹤0.01%
36
-130
673
$2.49K ﹤0.01%
19
674
$2.48K ﹤0.01%
147
+37
675
$2.41K ﹤0.01%
13
+5
25 26
27
28 29