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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
151
$305K 0.03%
9,698
+1,534
152
$300K 0.03%
703
+228
153
$291K 0.03%
4,094
154
$287K 0.03%
2,112
+100
155
$281K 0.03%
1,735
+3
156
$278K 0.03%
2,239
-33
157
$275K 0.03%
6,253
-375
158
$272K 0.03%
443
+1
159
$262K 0.03%
1,425
160
$259K 0.02%
6,775
161
$259K 0.02%
2,843
+495
162
$258K 0.02%
1,415
+13
163
$255K 0.02%
10,010
+1,354
164
$253K 0.02%
3,778
+231
165
$248K 0.02%
2,448
+2
166
$248K 0.02%
1,797
167
$248K 0.02%
1,053
+49
168
$247K 0.02%
1,384
169
$240K 0.02%
1,941
+63
170
$239K 0.02%
522
-2
171
$234K 0.02%
523
-9
172
$232K 0.02%
2,151
+3
173
$230K 0.02%
213
174
$229K 0.02%
1,037
+1
175
$225K 0.02%
1,035
+508
5 6
7
8 9