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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
1001
$103 ﹤0.01%
4
1002
$102 ﹤0.01%
5
1003
$101 ﹤0.01%
4
1004
$99 ﹤0.01%
+2
1005
$97 ﹤0.01%
1
1006
$95 ﹤0.01%
1
-2
1007
$94 ﹤0.01%
+1
1008
$94 ﹤0.01%
1
1009
$92 ﹤0.01%
7
-16
1010
$90 ﹤0.01%
3
1011
$90 ﹤0.01%
2
1012
$90 ﹤0.01%
1
1013
$87 ﹤0.01%
1
1014
$87 ﹤0.01%
1
1015
$86 ﹤0.01%
2
1016
$86 ﹤0.01%
4
1017
$86 ﹤0.01%
1
1018
$84 ﹤0.01%
1
-3
1019
$84 ﹤0.01%
1
1020
$83 ﹤0.01%
2
1021
$83 ﹤0.01%
1
1022
$83 ﹤0.01%
1
1023
$82 ﹤0.01%
1
1024
$82 ﹤0.01%
2
1025
$80 ﹤0.01%
1
39 40
41
42 43