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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
876
$438 ﹤0.01%
6
877
$433 ﹤0.01%
13
878
$425 ﹤0.01%
3
879
$423 ﹤0.01%
14
880
$421 ﹤0.01%
50
-121
881
$410 ﹤0.01%
+11
882
$409 ﹤0.01%
14
883
$408 ﹤0.01%
9
884
$407 ﹤0.01%
7
885
$404 ﹤0.01%
33
-13
886
$395 ﹤0.01%
11
-26
887
$389 ﹤0.01%
11
+7
888
$388 ﹤0.01%
8
889
$388 ﹤0.01%
3
890
$387 ﹤0.01%
3
891
$376 ﹤0.01%
3
892
$373 ﹤0.01%
42
893
$368 ﹤0.01%
+3
894
$367 ﹤0.01%
15
895
$362 ﹤0.01%
8
896
$360 ﹤0.01%
30
897
$348 ﹤0.01%
+9
898
$339 ﹤0.01%
14
+2
899
$334 ﹤0.01%
2
-1
900
$329 ﹤0.01%
4
34 35
36
37 38