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
2826
$0 ﹤0.01%
+9
2827
$0 ﹤0.01%
+7
2828
0
2829
$0 ﹤0.01%
+10
2830
-4,482
2831
$0 ﹤0.01%
+6
2832
$0 ﹤0.01%
+3
2833
-2,059