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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
701
$2.13K ﹤0.01%
308
702
$2.1K ﹤0.01%
50
-7
703
$2.06K ﹤0.01%
4
704
$2.05K ﹤0.01%
15
-284
705
$2.05K ﹤0.01%
68
+52
706
$2.04K ﹤0.01%
+108
707
$2.03K ﹤0.01%
222
+141
708
$2K ﹤0.01%
18
709
$1.98K ﹤0.01%
16
710
$1.96K ﹤0.01%
37
+3
711
$1.96K ﹤0.01%
13
+4
712
$1.95K ﹤0.01%
13
713
$1.95K ﹤0.01%
34
-1
714
$1.94K ﹤0.01%
31
715
$1.93K ﹤0.01%
78
+21
716
$1.93K ﹤0.01%
38
717
$1.93K ﹤0.01%
15
718
$1.88K ﹤0.01%
43
-49
719
$1.85K ﹤0.01%
35
720
$1.85K ﹤0.01%
20
721
$1.79K ﹤0.01%
+1
722
$1.78K ﹤0.01%
24
+1
723
$1.76K ﹤0.01%
25
724
$1.76K ﹤0.01%
24
725
$1.69K ﹤0.01%
+8
27 28
29
30 31