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
2576
$1K ﹤0.01%
+30
2577
$1K ﹤0.01%
+21
2578
$1K ﹤0.01%
+40
2579
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+9
2580
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+13
2581
$1K ﹤0.01%
+255
2582
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+68
2583
$1K ﹤0.01%
+200
2584
$1K ﹤0.01%
+6
2585
$1K ﹤0.01%
+14
2586
$1K ﹤0.01%
+40
2587
$1K ﹤0.01%
+86
2588
$1K ﹤0.01%
+4
2589
$1K ﹤0.01%
+161
2590
$1K ﹤0.01%
+25
2591
$1K ﹤0.01%
+33
2592
$1K ﹤0.01%
+25
2593
$1K ﹤0.01%
+13
2594
$1K ﹤0.01%
+158
2595
$1K ﹤0.01%
47
2596
$1K ﹤0.01%
+40
2597
$1K ﹤0.01%
+170
2598
$1K ﹤0.01%
+60
2599
$1K ﹤0.01%
+4
2600
$1K ﹤0.01%
+5