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
1551
$23K ﹤0.01%
+477
1552
$23K ﹤0.01%
+581
1553
$23K ﹤0.01%
+10
1554
$23K ﹤0.01%
+1,000
1555
$23K ﹤0.01%
+1,335
1556
$23K ﹤0.01%
+488
1557
$23K ﹤0.01%
+490
1558
$23K ﹤0.01%
+329
1559
$23K ﹤0.01%
135
-995
1560
$23K ﹤0.01%
+1,185
1561
$23K ﹤0.01%
+735
1562
$23K ﹤0.01%
442
+111
1563
$23K ﹤0.01%
+833
1564
$22K ﹤0.01%
+551
1565
$22K ﹤0.01%
+1,640
1566
$22K ﹤0.01%
+769
1567
$22K ﹤0.01%
+430
1568
$22K ﹤0.01%
+2,115
1569
$22K ﹤0.01%
+1,116
1570
$22K ﹤0.01%
+1,566
1571
$22K ﹤0.01%
+1,201
1572
$22K ﹤0.01%
+113
1573
$22K ﹤0.01%
435
+361
1574
$22K ﹤0.01%
+64
1575
$22K ﹤0.01%
+129