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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
176
$222K 0.02%
1,302
-254
177
$215K 0.02%
3,258
-516
178
$212K 0.02%
1,102
-141
179
$212K 0.02%
4,201
+94
180
$208K 0.02%
1,544
+241
181
$207K 0.02%
4,522
+610
182
$206K 0.02%
1,020
-19
183
$199K 0.02%
1,797
184
$198K 0.02%
2,093
-8
185
$197K 0.02%
1,595
186
$197K 0.02%
2,342
-9
187
$197K 0.02%
598
188
$196K 0.02%
400
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189
$190K 0.02%
251
190
$184K 0.02%
659
191
$177K 0.02%
826
-24
192
$174K 0.02%
807
+1
193
$167K 0.02%
666
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194
$166K 0.02%
450
+1
195
$166K 0.02%
729
196
$166K 0.02%
71
197
$165K 0.02%
1,129
+10
198
$164K 0.02%
1,386
199
$162K 0.02%
2,060
-536
200
$159K 0.02%
848
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