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
$889M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$989K
3
+$757K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$587K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$564K

Top Sells

1
+$3.08M
2
+$910K
3
+$525K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$405K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$371K

Sector Composition

1 Healthcare 10.53%
2 Technology 8.23%
3 Financials 4.11%
4 Consumer Staples 1.99%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.36K ﹤0.01%
12
677
$1.35K ﹤0.01%
10
+5
678
$1.35K ﹤0.01%
7
+2
679
$1.34K ﹤0.01%
21
+5
680
$1.34K ﹤0.01%
+8
681
$1.18K ﹤0.01%
45
-21
682
$1.18K ﹤0.01%
2
-1
683
$1.12K ﹤0.01%
+13
684
$1.12K ﹤0.01%
23
+22
685
$1.11K ﹤0.01%
53
+52
686
$1.09K ﹤0.01%
34
+27
687
$1.09K ﹤0.01%
17
-13
688
$1.09K ﹤0.01%
+2
689
$1.06K ﹤0.01%
71
+5
690
$1.06K ﹤0.01%
+3
691
$1.04K ﹤0.01%
24
+1
692
$1K ﹤0.01%
4
+3
693
$994 ﹤0.01%
23
-4
694
$985 ﹤0.01%
11
695
$980 ﹤0.01%
9
-5
696
$955 ﹤0.01%
+25
697
$946 ﹤0.01%
14
698
$927 ﹤0.01%
+21
699
$924 ﹤0.01%
+6
700
$900 ﹤0.01%
14
+10
26 27
28
29 30