MCC

Money Concepts Capital Portfolio holdings

AUM $1.62B
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,346
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$16.3M
3 +$14.9M
4
MSFT icon
Microsoft
MSFT
+$13.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.7M

Sector Composition

1 Consumer Staples 14.04%
2 Healthcare 12.83%
3 Technology 6.96%
4 Industrials 6.36%
5 Utilities 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$29.8K ﹤0.01%
169
+15
1477
$29.8K ﹤0.01%
+375
1478
$29.8K ﹤0.01%
+400
1479
$29.7K ﹤0.01%
+3,257
1480
$29.6K ﹤0.01%
333
+266
1481
$29.6K ﹤0.01%
96
+26
1482
$29.6K ﹤0.01%
284
+120
1483
$29.6K ﹤0.01%
395
1484
$29.4K ﹤0.01%
+500
1485
$29.4K ﹤0.01%
+200
1486
$29.4K ﹤0.01%
685
+150
1487
$29.3K ﹤0.01%
+776
1488
$29.3K ﹤0.01%
971
+421
1489
$29.2K ﹤0.01%
1,312
1490
$29.2K ﹤0.01%
+495
1491
$29.2K ﹤0.01%
+1,635
1492
$29K ﹤0.01%
+750
1493
$29K ﹤0.01%
+16,755
1494
$28.9K ﹤0.01%
+1,421
1495
$28.9K ﹤0.01%
337
+135
1496
$28.8K ﹤0.01%
2,535
+1,900
1497
$28.7K ﹤0.01%
+314
1498
$28.6K ﹤0.01%
+487
1499
$28.4K ﹤0.01%
571
+425
1500
$28.4K ﹤0.01%
+800