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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
826
$732 ﹤0.01%
69
827
$731 ﹤0.01%
11
828
$730 ﹤0.01%
2
829
$726 ﹤0.01%
12
+8
830
$716 ﹤0.01%
44
831
$709 ﹤0.01%
63
+3
832
$700 ﹤0.01%
4
833
$698 ﹤0.01%
1
834
$694 ﹤0.01%
25
835
$691 ﹤0.01%
5
836
$681 ﹤0.01%
13
+9
837
$673 ﹤0.01%
22
838
$671 ﹤0.01%
14
-2
839
$663 ﹤0.01%
5
-2
840
$661 ﹤0.01%
1
841
$642 ﹤0.01%
+10
842
$637 ﹤0.01%
2
843
$636 ﹤0.01%
52
+31
844
$625 ﹤0.01%
81
-14
845
$621 ﹤0.01%
25
846
$618 ﹤0.01%
5
847
$610 ﹤0.01%
30
848
$594 ﹤0.01%
66
849
$585 ﹤0.01%
8
850
$576 ﹤0.01%
43
-21
32 33
34
35 36