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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
76
$2.28M 0.22%
4,011
-254
77
$2.22M 0.21%
15,983
-8,713
78
$2.16M 0.21%
26,076
+550
79
$1.94M 0.19%
3,861
+3
80
$1.93M 0.18%
22,939
-5,656
81
$1.88M 0.18%
2,458
82
$1.71M 0.16%
2,798
+406
83
$1.65M 0.16%
9,319
84
$1.64M 0.16%
17,198
-331
85
$1.62M 0.16%
2,204
-1
86
$1.51M 0.15%
18,041
-317
87
$1.5M 0.14%
6,196
-147
88
$1.45M 0.14%
10,390
89
$1.37M 0.13%
12,174
+66
90
$1.3M 0.12%
16,537
-1,862
91
$1.29M 0.12%
52,555
-75
92
$1.27M 0.12%
3,844
+3
93
$1.18M 0.11%
12,570
94
$1.15M 0.11%
3,783
+1
95
$977K 0.09%
5,837
-235
96
$973K 0.09%
3,461
+13
97
$930K 0.09%
2,092
+39
98
$915K 0.09%
14,020
99
$894K 0.09%
16,587
-145
100
$888K 0.09%
3,148
+7
2 3
4
5 6