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Home > Institutional Investor > Mv Capital Management, Inc. > Profile

Instuitional Investor - Mv Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mv Capital Management, Inc.
Portfolio Value $789,888,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 230,497 $69,879,924 8.84%
2.
Ishares Trust
 IEF 135,739 $64,833,004 8.2%
3.
Ishares Trust
 IEF 380,795 $62,926,439 7.96%
4.
Abbvie Inc.
 ABBV 264,990 $41,065,501 5.19%
5.
Ishares Trust
 IEF 326,074 $32,362,867 4.09%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)