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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 $936,223,611
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 134,678 $79,282,018 8.46%
2.
Ishares Trust
 IEF 197,363 $79,256,857 8.46%
3.
Ishares Trust
 IEF 379,988 $70,347,186 7.51%
4.
Abbvie Inc.
 ABBV 266,684 $47,389,747 5.06%
5.
Ishares Trust
 IEF 342,386 $34,762,457 3.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)