MCM

MV Capital Management Portfolio holdings

AUM $972M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$338 ﹤0.01%
4
852
$337 ﹤0.01%
8
+7
853
$335 ﹤0.01%
18
-4
854
$333 ﹤0.01%
+1
855
$332 ﹤0.01%
84
-113
856
$332 ﹤0.01%
1
857
$329 ﹤0.01%
3
-1
858
$328 ﹤0.01%
10
-35
859
$327 ﹤0.01%
6
+1
860
$325 ﹤0.01%
1
861
$322 ﹤0.01%
22
-47
862
$322 ﹤0.01%
+8
863
$322 ﹤0.01%
18
+14
864
$319 ﹤0.01%
6
-1
865
$311 ﹤0.01%
2
866
$310 ﹤0.01%
7
867
$298 ﹤0.01%
3
+2
868
$294 ﹤0.01%
8
-41
869
$293 ﹤0.01%
10
-3
870
$291 ﹤0.01%
4
871
$290 ﹤0.01%
13
872
$285 ﹤0.01%
1
873
$282 ﹤0.01%
5
-1
874
$280 ﹤0.01%
14
-4
875
$279 ﹤0.01%
13
+12
33 34
35
36 37