MCM

MV Capital Management Portfolio holdings

AUM $972M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$83 ﹤0.01%
1
977
$82 ﹤0.01%
2
-1
978
$81 ﹤0.01%
+2
979
$79 ﹤0.01%
+2
980
$79 ﹤0.01%
1
981
$78 ﹤0.01%
3
982
$77 ﹤0.01%
1
983
$76 ﹤0.01%
1
984
$75 ﹤0.01%
2
985
$75 ﹤0.01%
1
986
$73 ﹤0.01%
1
987
$72 ﹤0.01%
14
-15
988
$70 ﹤0.01%
1
989
$67 ﹤0.01%
2
990
$66 ﹤0.01%
3
+1
991
$65 ﹤0.01%
8
-4
992
$65 ﹤0.01%
+1
993
$63 ﹤0.01%
2
+1
994
$62 ﹤0.01%
2
995
$62 ﹤0.01%
2
996
$61 ﹤0.01%
20
997
$60 ﹤0.01%
3
998
$58 ﹤0.01%
3
-5
999
$57 ﹤0.01%
+1
1000
$56 ﹤0.01%
3
38 39
40
41 42