MCC

Money Concepts Capital Portfolio holdings

AUM $1.62B
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
2826
$0 ﹤0.01%
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2827
$0 ﹤0.01%
+8
2828
$0 ﹤0.01%
+3
2829
$0 ﹤0.01%
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2830
$0 ﹤0.01%
+1
2831
$0 ﹤0.01%
+14
2832
$0 ﹤0.01%
+10
2833
$0 ﹤0.01%
+5