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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
851
$575 ﹤0.01%
4
852
$573 ﹤0.01%
113
-60
853
$572 ﹤0.01%
9
854
$560 ﹤0.01%
37
855
$555 ﹤0.01%
9
856
$548 ﹤0.01%
11
857
$542 ﹤0.01%
70
858
$538 ﹤0.01%
30
+3
859
$532 ﹤0.01%
5
-13
860
$531 ﹤0.01%
19
861
$523 ﹤0.01%
3
-2
862
$521 ﹤0.01%
32
863
$519 ﹤0.01%
2
864
$516 ﹤0.01%
3
865
$509 ﹤0.01%
14
+12
866
$508 ﹤0.01%
2
867
$504 ﹤0.01%
2
868
$501 ﹤0.01%
5
869
$490 ﹤0.01%
+20
870
$487 ﹤0.01%
+7
871
$483 ﹤0.01%
6
872
$470 ﹤0.01%
8
873
$468 ﹤0.01%
1
-21
874
$463 ﹤0.01%
40
875
$443 ﹤0.01%
11
-13
33 34
35
36 37