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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
1026
$80 ﹤0.01%
1
1027
$78 ﹤0.01%
1
-2
1028
$78 ﹤0.01%
1
1029
$77 ﹤0.01%
2
1030
$76 ﹤0.01%
1
1031
$75 ﹤0.01%
1
-1
1032
$74 ﹤0.01%
4
1033
$74 ﹤0.01%
2
1034
$73 ﹤0.01%
1
1035
$65 ﹤0.01%
2
1036
$64 ﹤0.01%
1
1037
$64 ﹤0.01%
2
1038
$57 ﹤0.01%
2
1039
$56 ﹤0.01%
2
1040
$56 ﹤0.01%
1
-4
1041
$54 ﹤0.01%
1
1042
$53 ﹤0.01%
1
1043
$51 ﹤0.01%
+1
1044
$50 ﹤0.01%
2
1045
$50 ﹤0.01%
3
1046
$48 ﹤0.01%
1
1047
$47 ﹤0.01%
3
1048
$47 ﹤0.01%
1
1049
$47 ﹤0.01%
4
1050
$44 ﹤0.01%
1
40 41
42
43 44