MCC

Money Concepts Capital Portfolio holdings

AUM $1.78B
1-Year Est. Return 19.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.76%
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 +$57.7M
2 +$25.3M
3 +$23M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$19.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.1M

Sector Composition

1 Technology 9.04%
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
2551
$1K ﹤0.01%
+350
2552
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+13
2553
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+22
2554
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43
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2555
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2556
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2557
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2558
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+28
2559
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2560
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2561
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2562
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2564
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2565
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+68
2566
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2570
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2571
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+4
2572
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2573
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+25
2574
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2575
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+25