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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
951
$173 ﹤0.01%
1
952
$171 ﹤0.01%
4
953
$170 ﹤0.01%
6
954
$170 ﹤0.01%
1
955
$169 ﹤0.01%
2
956
$164 ﹤0.01%
6
-4
957
$163 ﹤0.01%
1
-8
958
$163 ﹤0.01%
1
959
$162 ﹤0.01%
+1
960
$162 ﹤0.01%
+2
961
$160 ﹤0.01%
1
962
$158 ﹤0.01%
30
-217
963
$157 ﹤0.01%
3
-7
964
$155 ﹤0.01%
3
965
$154 ﹤0.01%
+8
966
$153 ﹤0.01%
3
967
$153 ﹤0.01%
4
968
$149 ﹤0.01%
2
969
$148 ﹤0.01%
2
970
$148 ﹤0.01%
38
971
$147 ﹤0.01%
15
972
$147 ﹤0.01%
2
973
$146 ﹤0.01%
1
974
$145 ﹤0.01%
8
975
$142 ﹤0.01%
7
37 38
39
40 41