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
$1.77B
AUM Growth
+$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1 +$56.2M
2 +$26.3M
3 +$23.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$19.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.4M

Sector Composition

1 Technology 9.06%
2 Healthcare 6.89%
3 Consumer Staples 5.01%
4 Consumer Discretionary 4.05%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$25K ﹤0.01%
+687
1527
$25K ﹤0.01%
+1,144
1528
$25K ﹤0.01%
+2,500
1529
$25K ﹤0.01%
+191
1530
$25K ﹤0.01%
+2,620
1531
$25K ﹤0.01%
+733
1532
$25K ﹤0.01%
+169
1533
$25K ﹤0.01%
+1,012
1534
$24K ﹤0.01%
+96
1535
$24K ﹤0.01%
+1,016
1536
$24K ﹤0.01%
+728
1537
$24K ﹤0.01%
+5,750
1538
$24K ﹤0.01%
+850
1539
$24K ﹤0.01%
+675
1540
$24K ﹤0.01%
+312
1541
$24K ﹤0.01%
+271
1542
$24K ﹤0.01%
+103
1543
$24K ﹤0.01%
+2,259
1544
$24K ﹤0.01%
+1,982
1545
$24K ﹤0.01%
+425
1546
$24K ﹤0.01%
+686
1547
$24K ﹤0.01%
+224
1548
$24K ﹤0.01%
+115
1549
$23K ﹤0.01%
+529
1550
$23K ﹤0.01%
+248