We are live on ! Find out more
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
1076
– –
-47
1077
– –
-38,225
1078
– –
-8
1079
– –
-1
1080
– –
-1
1081
– –
-1
1082
– –
-6
1083
– –
-10
1084
– –
-15
1085
– –
-1
1086
– –
-2
1087
– –
-3
1088
– –
-163
1089
– –
-78
1090
– –
-1
1091
– –
-224
1092
– –
-1
1093
– –
-2
1094
– –
-3
1095
– –
-1
1096
– –
-72
1097
– –
-14
1098
– –
-11
1099
– –
-242
1100
– –
-83
41 42 43
44
45