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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
901
$322 ﹤0.01%
3
902
$322 ﹤0.01%
1
903
$322 ﹤0.01%
6
904
$321 ﹤0.01%
+6
905
$318 ﹤0.01%
6
+2
906
$316 ﹤0.01%
7
+1
907
$312 ﹤0.01%
3
908
$311 ﹤0.01%
+15
909
$311 ﹤0.01%
6
910
$308 ﹤0.01%
7
911
$305 ﹤0.01%
19
912
$302 ﹤0.01%
+56
913
$300 ﹤0.01%
17
+5
914
$298 ﹤0.01%
7
915
$296 ﹤0.01%
4
916
$295 ﹤0.01%
10
-52
917
$292 ﹤0.01%
12
918
$280 ﹤0.01%
19
919
$278 ﹤0.01%
2
920
$276 ﹤0.01%
4
921
$270 ﹤0.01%
8
-16
922
$268 ﹤0.01%
2
-2
923
$266 ﹤0.01%
+2
924
$254 ﹤0.01%
6
925
$251 ﹤0.01%
4
35 36
37
38 39