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
$1.08B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.9M
3 +$24.7M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$20.8M
5
AAPL icon
Apple
AAPL
+$17.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.01%
2 Healthcare 4.93%
3 Consumer Staples 4.4%
4 Consumer Discretionary 3.64%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$32K ﹤0.01%
+1,909
552
$31K ﹤0.01%
+279
553
$31K ﹤0.01%
+262
554
$31K ﹤0.01%
+316
555
$31K ﹤0.01%
+578
556
$31K ﹤0.01%
+140
557
$29K ﹤0.01%
+776
558
$28K ﹤0.01%
+945
559
$28K ﹤0.01%
+527
560
$27K ﹤0.01%
+657
561
$26K ﹤0.01%
+750
562
$26K ﹤0.01%
+491
563
$25K ﹤0.01%
+654
564
$25K ﹤0.01%
+82
565
$24K ﹤0.01%
+535
566
$24K ﹤0.01%
+583
567
$24K ﹤0.01%
+221
568
$24K ﹤0.01%
+345
569
$23K ﹤0.01%
+555
570
$23K ﹤0.01%
+324
571
$22K ﹤0.01%
+767
572
$21K ﹤0.01%
+1,200
573
$19K ﹤0.01%
+431
574
$19K ﹤0.01%
+605
575
$19K ﹤0.01%
+388