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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
1476
$1K ﹤0.01%
+22
1477
$1K ﹤0.01%
+27
1478
$1K ﹤0.01%
17
+11
1479
$1K ﹤0.01%
+17
1480
$1K ﹤0.01%
+15
1481
$1K ﹤0.01%
56
1482
$1K ﹤0.01%
+39
1483
$1K ﹤0.01%
22
1484
$1K ﹤0.01%
20
-42
1485
$1K ﹤0.01%
26
1486
$1K ﹤0.01%
50
1487
$1K ﹤0.01%
+5
1488
$1K ﹤0.01%
+4
1489
$1K ﹤0.01%
+92
1490
$1K ﹤0.01%
+215
1491
$1K ﹤0.01%
171
+45
1492
$1K ﹤0.01%
75
1493
$1K ﹤0.01%
+6
1494
$1K ﹤0.01%
+58
1495
$1K ﹤0.01%
20
1496
$1K ﹤0.01%
+10
1497
$1K ﹤0.01%
+27
1498
$1K ﹤0.01%
+100
1499
$1K ﹤0.01%
+27
1500
$1K ﹤0.01%
75
58 59
60
61 62