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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
651
$3.3K ﹤0.01%
73
-29
652
$3.26K ﹤0.01%
43
653
$3.21K ﹤0.01%
+86
654
$3.2K ﹤0.01%
55
655
$3.17K ﹤0.01%
92
656
$3.17K ﹤0.01%
127
657
$3.17K ﹤0.01%
+90
658
$3.16K ﹤0.01%
41
+3
659
$3.12K ﹤0.01%
9
660
$3.11K ﹤0.01%
103
661
$3.06K ﹤0.01%
+25
662
$3.05K ﹤0.01%
208
663
$2.99K ﹤0.01%
102
-16
664
$2.94K ﹤0.01%
29
665
$2.91K ﹤0.01%
14
666
$2.89K ﹤0.01%
135
667
$2.88K ﹤0.01%
26
668
$2.84K ﹤0.01%
35
-385
669
$2.82K ﹤0.01%
264
-442
670
$2.81K ﹤0.01%
27
671
$2.81K ﹤0.01%
10
672
$2.8K ﹤0.01%
9
673
$2.8K ﹤0.01%
30
674
$2.79K ﹤0.01%
97
-2
675
$2.78K ﹤0.01%
161
+45
25 26
27
28 29