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
626
$4K ﹤0.01%
+69
627
$4K ﹤0.01%
+62
628
$3K ﹤0.01%
+55
629
$3K ﹤0.01%
+55
630
$3K ﹤0.01%
+89
631
$3K ﹤0.01%
+21
632
$3K ﹤0.01%
+11
633
$3K ﹤0.01%
+28
634
$2K ﹤0.01%
+31
635
$2K ﹤0.01%
+38
636
$2K ﹤0.01%
+17
637
$2K ﹤0.01%
+83
638
$2K ﹤0.01%
+113
639
$2K ﹤0.01%
+102
640
$2K ﹤0.01%
+80
641
$2K ﹤0.01%
+51
642
$2K ﹤0.01%
+36
643
$2K ﹤0.01%
+80
644
$2K ﹤0.01%
+8
645
$2K ﹤0.01%
+60
646
$2K ﹤0.01%
+16
647
$1K ﹤0.01%
+44
648
$1K ﹤0.01%
+28
649
$1K ﹤0.01%
+54
650
$1K ﹤0.01%
+13
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