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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
926
$247 ﹤0.01%
6
927
$238 ﹤0.01%
3
928
$238 ﹤0.01%
6
-4
929
$236 ﹤0.01%
+5
930
$234 ﹤0.01%
12
931
$234 ﹤0.01%
+1
932
$234 ﹤0.01%
5
933
$231 ﹤0.01%
16
+15
934
$230 ﹤0.01%
4
935
$226 ﹤0.01%
7
936
$220 ﹤0.01%
6
937
$216 ﹤0.01%
2
938
$212 ﹤0.01%
1
939
$205 ﹤0.01%
1
940
$204 ﹤0.01%
1
-1
941
$202 ﹤0.01%
1
942
$200 ﹤0.01%
10
+9
943
$199 ﹤0.01%
15
-11
944
$198 ﹤0.01%
15
945
$195 ﹤0.01%
+2
946
$190 ﹤0.01%
7
947
$189 ﹤0.01%
3
-20
948
$182 ﹤0.01%
8
949
$179 ﹤0.01%
3
950
$175 ﹤0.01%
16
36 37
38
39 40