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
651
$1K ﹤0.01%
+27
652
$1K ﹤0.01%
+20
653
$1K ﹤0.01%
+37
654
$1K ﹤0.01%
+56
655
$1K ﹤0.01%
+21
656
$1K ﹤0.01%
+29
657
$1K ﹤0.01%
+1,092
658
$0 ﹤0.01%
+55