MCC

Money Concepts Capital Portfolio holdings

AUM $1.78B
1-Year Est. Return 19.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.76%
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 +$41.1M
2 +$34.8M
3 +$23.4M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$19.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.01%
2 Healthcare 4.93%
3 Consumer Staples 4.4%
4 Consumer Discretionary 3.59%
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