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
701
$1.73K ﹤0.01%
65
+44
702
$1.72K ﹤0.01%
20
703
$1.72K ﹤0.01%
14
+9
704
$1.71K ﹤0.01%
90
+76
705
$1.68K ﹤0.01%
27
706
$1.67K ﹤0.01%
18
-3
707
$1.66K ﹤0.01%
+49
708
$1.64K ﹤0.01%
94
709
$1.63K ﹤0.01%
34
+1
710
$1.62K ﹤0.01%
40
+15
711
$1.61K ﹤0.01%
35
712
$1.59K ﹤0.01%
75
+35
713
$1.59K ﹤0.01%
3
-1
714
$1.58K ﹤0.01%
45
+28
715
$1.55K ﹤0.01%
182
716
$1.54K ﹤0.01%
38
+17
717
$1.54K ﹤0.01%
60
+52
718
$1.51K ﹤0.01%
+38
719
$1.5K ﹤0.01%
43
+41
720
$1.5K ﹤0.01%
96
+33
721
$1.49K ﹤0.01%
34
+31
722
$1.49K ﹤0.01%
43
723
$1.42K ﹤0.01%
31
-15
724
$1.41K ﹤0.01%
3
+1
725
$1.4K ﹤0.01%
8
-1
27 28
29
30 31