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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
776
$1.17K ﹤0.01%
16
777
$1.16K ﹤0.01%
14
778
$1.15K ﹤0.01%
35
779
$1.14K ﹤0.01%
+37
780
$1.13K ﹤0.01%
40
+30
781
$1.12K ﹤0.01%
11
-2
782
$1.11K ﹤0.01%
66
783
$1.11K ﹤0.01%
20
784
$1.11K ﹤0.01%
18
785
$1.1K ﹤0.01%
7
786
$1.1K ﹤0.01%
12
+6
787
$1.1K ﹤0.01%
11
788
$1.09K ﹤0.01%
12
789
$1.09K ﹤0.01%
27
-2
790
$1.08K ﹤0.01%
14
791
$1.08K ﹤0.01%
24
792
$1.03K ﹤0.01%
37
793
$1.01K ﹤0.01%
10
794
$1K ﹤0.01%
79
-90
795
$992 ﹤0.01%
125
796
$975 ﹤0.01%
39
+10
797
$969 ﹤0.01%
3
798
$933 ﹤0.01%
54
799
$922 ﹤0.01%
72
800
$922 ﹤0.01%
11
30 31
32
33 34