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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
976
$140 ﹤0.01%
6
-1
977
$133 ﹤0.01%
3
978
$133 ﹤0.01%
1
979
$133 ﹤0.01%
1
980
$132 ﹤0.01%
4
981
$132 ﹤0.01%
20
982
$131 ﹤0.01%
2
983
$129 ﹤0.01%
1
984
$128 ﹤0.01%
14
985
$127 ﹤0.01%
+2
986
$124 ﹤0.01%
+6
987
$123 ﹤0.01%
+7
988
$123 ﹤0.01%
1
989
$115 ﹤0.01%
2
990
$115 ﹤0.01%
2
991
$115 ﹤0.01%
2
-3
992
$115 ﹤0.01%
2
993
$114 ﹤0.01%
5
994
$113 ﹤0.01%
7
995
$113 ﹤0.01%
7
996
$111 ﹤0.01%
4
997
$110 ﹤0.01%
+2
998
$107 ﹤0.01%
3
999
$106 ﹤0.01%
3
1000
$105 ﹤0.01%
2
38 39
40
41 42