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
$605M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.52M
3
+$2.18M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.48M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.03M

Top Sells

1
+$3.1M
2
+$2.36M
3
+$539K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$204K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Sector Composition

1 Technology 4.5%
2 Financials 4.05%
3 Healthcare 2.65%
4 Consumer Discretionary 2.43%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72K 0.01%
1,217
+96
177
$71K 0.01%
689
+118
178
$71K 0.01%
412
+30
179
$70K 0.01%
1,139
+92
180
$69K 0.01%
907
+82
181
$69K 0.01%
504
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182
$69K 0.01%
1,023
-19
183
$68K 0.01%
1,008
+205
184
$68K 0.01%
700
185
$68K 0.01%
514
+461
186
$68K 0.01%
352
+119
187
$64K 0.01%
188
188
$64K 0.01%
3,702
+540
189
$63K 0.01%
1,146
+1,031
190
$63K 0.01%
600
191
$62K 0.01%
4,520
192
$61K 0.01%
257
193
$61K 0.01%
106
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194
$60K 0.01%
4,375
195
$59K 0.01%
1,200
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196
$59K 0.01%
959
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197
$59K 0.01%
926
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198
$59K 0.01%
140
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199
$59K 0.01%
482
+32
200
$58K 0.01%
612
+174
6 7
8
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