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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
201
$158K 0.02%
5,608
+104
202
$157K 0.02%
1,653
203
$155K 0.01%
539
+63
204
$155K 0.01%
258
205
$154K 0.01%
971
+50
206
$154K 0.01%
469
+1
207
$153K 0.01%
944
+6
208
$151K 0.01%
700
-550
209
$144K 0.01%
629
210
$142K 0.01%
1,492
211
$142K 0.01%
1,198
212
$141K 0.01%
999
213
$139K 0.01%
1,948
214
$138K 0.01%
4,117
-12
215
$137K 0.01%
5,275
+3,540
216
$135K 0.01%
2,671
+848
217
$135K 0.01%
662
+4
218
$132K 0.01%
633
219
$131K 0.01%
1,793
-17
220
$130K 0.01%
1,392
221
$129K 0.01%
2,166
-6
222
$128K 0.01%
928
223
$127K 0.01%
1,497
-172
224
$126K 0.01%
1,263
+217
225
$126K 0.01%
1,052
-69
7 8
9
10 11