MCC

Money Concepts Capital Portfolio holdings

AUM $1.5B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1 +$56.2M
2 +$26.3M
3 +$23.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$19.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.4M

Sector Composition

1 Technology 9.06%
2 Healthcare 6.89%
3 Consumer Staples 5.01%
4 Consumer Discretionary 4.05%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1K ﹤0.01%
+144
2527
$1K ﹤0.01%
+16
2528
$1K ﹤0.01%
+4
2529
$1K ﹤0.01%
+151
2530
$1K ﹤0.01%
+1,250
2531
$1K ﹤0.01%
+55
2532
$1K ﹤0.01%
+28
2533
$1K ﹤0.01%
+40
2534
$1K ﹤0.01%
+6
2535
$1K ﹤0.01%
+35
2536
$1K ﹤0.01%
+27
2537
$1K ﹤0.01%
+86
2538
$1K ﹤0.01%
+43
2539
$1K ﹤0.01%
+16
2540
$1K ﹤0.01%
+150
2541
$1K ﹤0.01%
+11
2542
$1K ﹤0.01%
+35
2543
$1K ﹤0.01%
+11
2544
$1K ﹤0.01%
+10
2545
$1K ﹤0.01%
+5
2546
$1K ﹤0.01%
+8
2547
$1K ﹤0.01%
+16
2548
$1K ﹤0.01%
+75
2549
$1K ﹤0.01%
+25
2550
$1K ﹤0.01%
+35