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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
726
$1.67K ﹤0.01%
1
727
$1.67K ﹤0.01%
62
+44
728
$1.67K ﹤0.01%
16
+14
729
$1.66K ﹤0.01%
28
730
$1.65K ﹤0.01%
7
731
$1.65K ﹤0.01%
21
+13
732
$1.61K ﹤0.01%
28
733
$1.59K ﹤0.01%
415
+352
734
$1.58K ﹤0.01%
82
-5
735
$1.56K ﹤0.01%
+46
736
$1.55K ﹤0.01%
10
737
$1.53K ﹤0.01%
+75
738
$1.5K ﹤0.01%
18
-1
739
$1.5K ﹤0.01%
46
-21
740
$1.49K ﹤0.01%
12
741
$1.49K ﹤0.01%
22
742
$1.48K ﹤0.01%
46
743
$1.45K ﹤0.01%
45
744
$1.45K ﹤0.01%
55
-3
745
$1.44K ﹤0.01%
10
+6
746
$1.42K ﹤0.01%
12
747
$1.4K ﹤0.01%
5
+3
748
$1.39K ﹤0.01%
40
-4
749
$1.39K ﹤0.01%
90
+30
750
$1.37K ﹤0.01%
340
+269
28 29
30
31 32