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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
101
$882K 0.08%
13,296
-57
102
$861K 0.08%
43,300
103
$844K 0.08%
3,242
-115
104
$839K 0.08%
7,561
105
$813K 0.08%
3,116
106
$804K 0.08%
15,581
+242
107
$692K 0.07%
4,912
108
$638K 0.06%
4,136
109
$637K 0.06%
5,310
110
$614K 0.06%
771
-91
111
$585K 0.06%
1,172
-4,280
112
$580K 0.06%
1,681
+203
113
$567K 0.05%
1,638
+3
114
$563K 0.05%
1,583
+40
115
$562K 0.05%
1,867
116
$529K 0.05%
11,834
-5,892
117
$524K 0.05%
4,408
118
$522K 0.05%
4,027
119
$508K 0.05%
6,170
+627
120
$502K 0.05%
1,510
121
$501K 0.05%
2,725
+23
122
$498K 0.05%
817
123
$489K 0.05%
5,401
124
$487K 0.05%
992
125
$487K 0.05%
2,378
+2
3 4
5
6 7