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
1601
$21K ﹤0.01%
+814
1602
$21K ﹤0.01%
+635
1603
$20K ﹤0.01%
+600
1604
$20K ﹤0.01%
+327
1605
$20K ﹤0.01%
+700
1606
$20K ﹤0.01%
+611
1607
$20K ﹤0.01%
+154
1608
$20K ﹤0.01%
+553
1609
$20K ﹤0.01%
+224
1610
$20K ﹤0.01%
950
1611
$20K ﹤0.01%
1,001
+747
1612
$20K ﹤0.01%
+736
1613
$20K ﹤0.01%
+292
1614
$20K ﹤0.01%
+42
1615
$20K ﹤0.01%
+624
1616
$20K ﹤0.01%
+1,920
1617
$20K ﹤0.01%
+207
1618
$20K ﹤0.01%
+306
1619
$20K ﹤0.01%
+741
1620
$20K ﹤0.01%
+232
1621
$20K ﹤0.01%
+295
1622
$20K ﹤0.01%
+290
1623
$20K ﹤0.01%
+375
1624
$19K ﹤0.01%
+144
1625
$19K ﹤0.01%
+874