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
$275M
AUM Growth
-$366K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Sells

1 +$5.18M
2 +$1.92M
3 +$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$996K
5
DVY icon
iShares Select Dividend ETF
DVY
+$919K

Sector Composition

1 Financials 2.47%
2 Materials 2.45%
3 Healthcare 1.72%
4 Technology 1.63%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$16K 0.01%
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$14K 0.01%
451
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$13K ﹤0.01%
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0
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$12K ﹤0.01%
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+650
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1,000
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$10K ﹤0.01%
+135
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+190
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$10K ﹤0.01%
829
225
$10K ﹤0.01%
184