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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
801
$912 ﹤0.01%
16
-3
802
$899 ﹤0.01%
3
+2
803
$896 ﹤0.01%
2
-3
804
$888 ﹤0.01%
10
805
$885 ﹤0.01%
25
-32
806
$881 ﹤0.01%
40
807
$863 ﹤0.01%
36
+2
808
$861 ﹤0.01%
6
809
$845 ﹤0.01%
18
810
$833 ﹤0.01%
36
811
$826 ﹤0.01%
1
812
$821 ﹤0.01%
12
813
$805 ﹤0.01%
5
-14
814
$803 ﹤0.01%
35
815
$803 ﹤0.01%
4
816
$802 ﹤0.01%
11
817
$798 ﹤0.01%
20
+7
818
$780 ﹤0.01%
68
819
$779 ﹤0.01%
+95
820
$777 ﹤0.01%
+2
821
$764 ﹤0.01%
25
-41
822
$757 ﹤0.01%
28
+15
823
$755 ﹤0.01%
28
824
$753 ﹤0.01%
35
825
$752 ﹤0.01%
6
-17
31 32
33
34 35