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MCC

Money Concepts Capital Portfolio holdings

AUM $1.81B
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,718
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$25M
3
+$24.9M
4
KMB icon
Kimberly-Clark
KMB
+$24.8M
5
LMT icon
Lockheed Martin
LMT
+$24.4M

Top Sells

1
+$13M
2
+$10.2M
3
+$8.21M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.2M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.22M

Sector Composition

1 Consumer Staples 14.32%
2 Healthcare 11.96%
3 Industrials 6.16%
4 Technology 5.98%
5 Utilities 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$29K ﹤0.01%
1,839
827
$29K ﹤0.01%
1,312
+147
828
$29K ﹤0.01%
+708
829
$29K ﹤0.01%
2,500
830
$29K ﹤0.01%
431
-2,036
831
$29K ﹤0.01%
374
-26
832
$29K ﹤0.01%
4,156
+26
833
$29K ﹤0.01%
1,158
834
$29K ﹤0.01%
390
+17
835
$28K ﹤0.01%
284
+14
836
$28K ﹤0.01%
1,126
+40
837
$28K ﹤0.01%
2,272
+440
838
$28K ﹤0.01%
455
839
$28K ﹤0.01%
976
-172
840
$27K ﹤0.01%
198
841
$27K ﹤0.01%
555
842
$27K ﹤0.01%
500
843
$27K ﹤0.01%
879
+266
844
$27K ﹤0.01%
530
845
$27K ﹤0.01%
+311
846
$27K ﹤0.01%
346
847
$26K ﹤0.01%
907
+577
848
$26K ﹤0.01%
782
849
$26K ﹤0.01%
404
+1
850
$26K ﹤0.01%
154
-13
32 33
34
35 36