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
676
$2.4K ﹤0.01%
21
+8
677
$2.33K ﹤0.01%
48
-56
678
$2.3K ﹤0.01%
11
679
$2.29K ﹤0.01%
41
-6
680
$2.23K ﹤0.01%
237
+228
681
$2.21K ﹤0.01%
2
682
$2.21K ﹤0.01%
66
-170
683
$2.2K ﹤0.01%
76
+43
684
$2.2K ﹤0.01%
26
685
$2.18K ﹤0.01%
16
+6
686
$2.12K ﹤0.01%
26
-2
687
$2.1K ﹤0.01%
9
-21
688
$2.1K ﹤0.01%
39
-11
689
$2.06K ﹤0.01%
118
+18
690
$2K ﹤0.01%
15
-2
691
$1.95K ﹤0.01%
36
+7
692
$1.95K ﹤0.01%
101
+70
693
$1.95K ﹤0.01%
1
694
$1.87K ﹤0.01%
21
+1
695
$1.85K ﹤0.01%
35
+26
696
$1.84K ﹤0.01%
358
+40
697
$1.81K ﹤0.01%
14
698
$1.8K ﹤0.01%
10
+5
699
$1.8K ﹤0.01%
20
700
$1.74K ﹤0.01%
40
+27
26 27
28
29 30