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
1551
$25.6K ﹤0.01%
1,780
+1,729
1552
$25.5K ﹤0.01%
+1,155
1553
$25.5K ﹤0.01%
1,015
1554
$25.5K ﹤0.01%
+523
1555
$25.4K ﹤0.01%
+768
1556
$25.4K ﹤0.01%
980
+878
1557
$25.3K ﹤0.01%
902
+597
1558
$25.2K ﹤0.01%
+455
1559
$25.1K ﹤0.01%
489
+156
1560
$25.1K ﹤0.01%
+720
1561
$25K ﹤0.01%
1,012
1562
$25K ﹤0.01%
2,142
+1,842
1563
$24.9K ﹤0.01%
334
+39
1564
$24.9K ﹤0.01%
+896
1565
$24.8K ﹤0.01%
1,123
+719
1566
$24.8K ﹤0.01%
+152,341
1567
$24.8K ﹤0.01%
699
+679
1568
$24.8K ﹤0.01%
+621
1569
$24.7K ﹤0.01%
+2,711
1570
$24.7K ﹤0.01%
355
-1,777
1571
$24.6K ﹤0.01%
+809
1572
$24.6K ﹤0.01%
+486
1573
$24.5K ﹤0.01%
+1,159
1574
$24.5K ﹤0.01%
1,006
1575
$24.4K ﹤0.01%
+1,520