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
2626
$1K ﹤0.01%
+814
2627
$1K ﹤0.01%
+51
2628
$1K ﹤0.01%
+20
2629
$1K ﹤0.01%
+79
2630
$1K ﹤0.01%
+13
2631
$1K ﹤0.01%
+80
2632
$1K ﹤0.01%
+2,325
2633
$1K ﹤0.01%
+15
2634
$1K ﹤0.01%
+156
2635
0
2636
$1K ﹤0.01%
+115
2637
$1K ﹤0.01%
+21
2638
$1K ﹤0.01%
+280
2639
$1K ﹤0.01%
+63
2640
$1K ﹤0.01%
+30
2641
$1K ﹤0.01%
+264
2642
$1K ﹤0.01%
+100
2643
$1K ﹤0.01%
+1,000
2644
$1K ﹤0.01%
+48
2645
$1K ﹤0.01%
+8
2646
$1K ﹤0.01%
+1,486
2647
$1K ﹤0.01%
+49
2648
$1K ﹤0.01%
+250
2649
$1K ﹤0.01%
+6
2650
$1K ﹤0.01%
+26