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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
1051
$43 ﹤0.01%
1
1052
$42 ﹤0.01%
1
1053
$40 ﹤0.01%
2
-17
1054
$40 ﹤0.01%
1
1055
$40 ﹤0.01%
+2
1056
$40 ﹤0.01%
8
1057
$39 ﹤0.01%
1
1058
$39 ﹤0.01%
2
1059
$38 ﹤0.01%
1
-1
1060
$38 ﹤0.01%
1
1061
$36 ﹤0.01%
3
1062
$36 ﹤0.01%
1
1063
$35 ﹤0.01%
4
1064
$35 ﹤0.01%
1
1065
$34 ﹤0.01%
1
1066
$31 ﹤0.01%
+1
1067
$28 ﹤0.01%
1
1068
$26 ﹤0.01%
1
-19
1069
$20 ﹤0.01%
+1
1070
$19 ﹤0.01%
1
-18
1071
– –
-2
1072
– –
-148
1073
– –
-1
1074
– –
-1,029
1075
– –
-7
41 42
43
44 45