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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
751
$1.37K ﹤0.01%
19
-6
752
$1.36K ﹤0.01%
13
753
$1.33K ﹤0.01%
+25
754
$1.33K ﹤0.01%
20
-1
755
$1.31K ﹤0.01%
77
756
$1.29K ﹤0.01%
28
+18
757
$1.29K ﹤0.01%
43
758
$1.29K ﹤0.01%
10
759
$1.28K ﹤0.01%
8
760
$1.28K ﹤0.01%
142
+104
761
$1.27K ﹤0.01%
+25
762
$1.25K ﹤0.01%
31
763
$1.25K ﹤0.01%
29
764
$1.24K ﹤0.01%
13
765
$1.24K ﹤0.01%
24
766
$1.23K ﹤0.01%
2
767
$1.23K ﹤0.01%
37
768
$1.22K ﹤0.01%
6
769
$1.21K ﹤0.01%
3
+2
770
$1.2K ﹤0.01%
6
771
$1.2K ﹤0.01%
19
-199
772
$1.2K ﹤0.01%
97
773
$1.18K ﹤0.01%
25
+24
774
$1.18K ﹤0.01%
109
-90
775
$1.18K ﹤0.01%
12
-13
29 30
31
32 33