MCM

MV Capital Management Portfolio holdings

AUM $972M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.1M
3
+$3.62M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.08M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.83M

Top Sells

1
+$15.8M
2
+$14.1M
3
+$3.92M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.82M

Sector Composition

1 Healthcare 10.39%
2 Technology 8.51%
3 Financials 4.65%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$423K 0.05%
1,305
-84
127
$421K 0.05%
2,768
-392
128
$404K 0.04%
2,485
129
$398K 0.04%
3,574
+8
130
$395K 0.04%
38,225
131
$394K 0.04%
1,853
-26
132
$387K 0.04%
4,514
+234
133
$385K 0.04%
820
+1
134
$382K 0.04%
1,358
-3
135
$333K 0.04%
10,632
-860
136
$332K 0.04%
6,357
+8
137
$330K 0.04%
4,028
+877
138
$319K 0.03%
358
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139
$318K 0.03%
64
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140
$310K 0.03%
5,241
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141
$308K 0.03%
1,848
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142
$307K 0.03%
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143
$303K 0.03%
8,066
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144
$294K 0.03%
2,245
-11
145
$288K 0.03%
4,512
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146
$287K 0.03%
835
147
$285K 0.03%
2,209
-506
148
$285K 0.03%
1,442
-73
149
$277K 0.03%
1,416
150
$275K 0.03%
4,209
4 5
6
7 8