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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
1276
$4K ﹤0.01%
195
1277
$4K ﹤0.01%
167
1278
$4K ﹤0.01%
195
1279
$4K ﹤0.01%
+69
1280
$4K ﹤0.01%
170
1281
$4K ﹤0.01%
50
+30
1282
$4K ﹤0.01%
172
+6
1283
$4K ﹤0.01%
135
1284
$4K ﹤0.01%
400
+3
1285
$4K ﹤0.01%
1,120
1286
$4K ﹤0.01%
50
1287
$4K ﹤0.01%
+141
1288
$4K ﹤0.01%
124
1289
$4K ﹤0.01%
64
1290
$4K ﹤0.01%
168
-505
1291
$4K ﹤0.01%
52
1292
$4K ﹤0.01%
775
1293
$4K ﹤0.01%
110
1294
$4K ﹤0.01%
1
1295
$4K ﹤0.01%
322
1296
$4K ﹤0.01%
52
+32
1297
$3K ﹤0.01%
+48
1298
$3K ﹤0.01%
88
1299
$3K ﹤0.01%
+36
1300
$3K ﹤0.01%
+7
50 51
52
53 54