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
601
$10K ﹤0.01%
+53
602
$10K ﹤0.01%
+185
603
$10K ﹤0.01%
+125
604
$10K ﹤0.01%
+404
605
$10K ﹤0.01%
+392
606
$10K ﹤0.01%
+419
607
$9K ﹤0.01%
+100
608
$9K ﹤0.01%
+277
609
$9K ﹤0.01%
+84
610
$9K ﹤0.01%
+57
611
$8K ﹤0.01%
+418
612
$8K ﹤0.01%
+235
613
$7K ﹤0.01%
+314
614
$7K ﹤0.01%
+292
615
$7K ﹤0.01%
+199
616
$7K ﹤0.01%
+121
617
$6K ﹤0.01%
+168
618
$6K ﹤0.01%
+115
619
$6K ﹤0.01%
+26
620
$5K ﹤0.01%
+120
621
$5K ﹤0.01%
+125
622
$5K ﹤0.01%
+150
623
$4K ﹤0.01%
+112
624
$4K ﹤0.01%
+137
625
$4K ﹤0.01%
+76