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
576
$19K ﹤0.01%
+444
577
$18K ﹤0.01%
+456
578
$17K ﹤0.01%
+420
579
$17K ﹤0.01%
+130
580
$16K ﹤0.01%
+338
581
$16K ﹤0.01%
+200
582
$16K ﹤0.01%
+490
583
$15K ﹤0.01%
+220
584
$15K ﹤0.01%
+305
585
$14K ﹤0.01%
+460
586
$13K ﹤0.01%
+160
587
$13K ﹤0.01%
+166
588
$13K ﹤0.01%
+200
589
$13K ﹤0.01%
+578
590
$13K ﹤0.01%
+636
591
$13K ﹤0.01%
+524
592
$13K ﹤0.01%
+405
593
$12K ﹤0.01%
+240
594
$12K ﹤0.01%
+126
595
$12K ﹤0.01%
+288
596
$11K ﹤0.01%
+100
597
$11K ﹤0.01%
+124
598
$10K ﹤0.01%
+246
599
$10K ﹤0.01%
+400
600
$10K ﹤0.01%
+70