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
$687M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$24M
3
+$9.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$520K
5
CLX icon
Clorox
CLX
+$499K

Top Sells

1
+$13.6M
2
+$3.92M
3
+$1.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$915K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$879K

Sector Composition

1 Healthcare 9.87%
2 Technology 5.09%
3 Financials 3.68%
4 Consumer Discretionary 2.51%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.01%
240
177
$82K 0.01%
4,431
-363
178
$82K 0.01%
1,117
+94
179
$80K 0.01%
924
+21
180
$79K 0.01%
371
-32
181
$78K 0.01%
1,256
+39
182
$78K 0.01%
914
+7
183
$76K 0.01%
1,054
+46
184
$76K 0.01%
1,216
+77
185
$73K 0.01%
320
+114
186
$72K 0.01%
285
+87
187
$71K 0.01%
700
188
$71K 0.01%
1,877
+62
189
$70K 0.01%
163
+7
190
$70K 0.01%
3,702
191
$68K 0.01%
434
-80
192
$68K 0.01%
995
+36
193
$68K 0.01%
492
+10
194
$67K 0.01%
1,172
+26
195
$67K 0.01%
321
-116
196
$67K 0.01%
143
+3
197
$64K 0.01%
188
198
$64K 0.01%
402
+11
199
$62K 0.01%
4,520
200
$62K 0.01%
3,624
-1,000
6 7
8
9 10