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
2601
$1K ﹤0.01%
+50
2602
$1K ﹤0.01%
+266
2603
$1K ﹤0.01%
+3
2604
$1K ﹤0.01%
+50
2605
$1K ﹤0.01%
+150
2606
$1K ﹤0.01%
+12
2607
$1K ﹤0.01%
+8
2608
$1K ﹤0.01%
+16
2609
$1K ﹤0.01%
+97
2610
$1K ﹤0.01%
+20
2611
$1K ﹤0.01%
+57
2612
$1K ﹤0.01%
+5
2613
$1K ﹤0.01%
+80
2614
$1K ﹤0.01%
+4
2615
$1K ﹤0.01%
+7
2616
$1K ﹤0.01%
+1,000
2617
$1K ﹤0.01%
+6
2618
$1K ﹤0.01%
+11
2619
$1K ﹤0.01%
+7
2620
$1K ﹤0.01%
+50
2621
$1K ﹤0.01%
+250
2622
0
2623
$1K ﹤0.01%
+100
2624
0
2625
$1K ﹤0.01%
+41