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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
126
$481K 0.05%
3,903
-1
127
$477K 0.05%
4,266
-397
128
$474K 0.05%
27,603
+1,302
129
$458K 0.04%
14,632
130
$437K 0.04%
1,239
-14
131
$432K 0.04%
6,309
+108
132
$416K 0.04%
3,636
+7
133
$413K 0.04%
1,682
134
$413K 0.04%
5,924
+27
135
$409K 0.04%
6,197
+18
136
$408K 0.04%
2,628
+244
137
$396K 0.04%
834
+7
138
$392K 0.04%
2,000
139
$357K 0.03%
4,727
-23
140
$344K 0.03%
2,216
+2
141
$342K 0.03%
7,632
142
$338K 0.03%
290
143
$334K 0.03%
3,481
144
$324K 0.03%
2,859
+800
145
$321K 0.03%
1,094
146
$316K 0.03%
2,904
-334
147
$316K 0.03%
2,252
+280
148
$314K 0.03%
4,209
149
$309K 0.03%
5,068
+1,161
150
$306K 0.03%
1,416
4 5
6
7 8