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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
$463M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$2.78M
3
+$1.31M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$933K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$655K

Top Sells

1
+$13.7M
2
+$700K
3
+$644K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$640K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$624K

Sector Composition

1 Financials 2.25%
2 Technology 2.07%
3 Materials 2.06%
4 Healthcare 1.35%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$64K 0.01%
325
152
$62K 0.01%
+800
153
$59K 0.01%
534
-58
154
$56K 0.01%
2,000
155
$56K 0.01%
740
-28
156
$55K 0.01%
3,458
+123
157
$53K 0.01%
584
-38
158
$53K 0.01%
1,642
-19,316
159
$49K 0.01%
1,125
160
$49K 0.01%
483
-96
161
$47K 0.01%
879
-30
162
$45K 0.01%
788
163
$44K 0.01%
671
164
$43K 0.01%
200
165
$42K 0.01%
251
166
$42K 0.01%
382
-71
167
$41K 0.01%
440
168
$41K 0.01%
593
+263
169
$41K 0.01%
3,162
170
$41K 0.01%
2,270
+65
171
$40K 0.01%
305
+62
172
$39K 0.01%
703
-1,158
173
$39K 0.01%
463
-13
174
$39K 0.01%
719
-84
175
$38K 0.01%
1,563
+111
5 6
7
8 9