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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
676
$2.76K ﹤0.01%
23
+3
677
$2.75K ﹤0.01%
80
678
$2.74K ﹤0.01%
79
679
$2.73K ﹤0.01%
141
+101
680
$2.7K ﹤0.01%
47
+45
681
$2.62K ﹤0.01%
83
-51
682
$2.59K ﹤0.01%
41
683
$2.54K ﹤0.01%
10
684
$2.53K ﹤0.01%
68
-3
685
$2.47K ﹤0.01%
157
-24
686
$2.45K ﹤0.01%
15
687
$2.4K ﹤0.01%
101
-3
688
$2.4K ﹤0.01%
97
+75
689
$2.4K ﹤0.01%
37
690
$2.39K ﹤0.01%
29
+1
691
$2.39K ﹤0.01%
17
692
$2.37K ﹤0.01%
24
693
$2.35K ﹤0.01%
28
694
$2.34K ﹤0.01%
21
+12
695
$2.33K ﹤0.01%
28
+13
696
$2.33K ﹤0.01%
86
-14
697
$2.31K ﹤0.01%
20
698
$2.19K ﹤0.01%
21
699
$2.18K ﹤0.01%
78
+36
700
$2.15K ﹤0.01%
11
26 27
28
29 30