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
1651
$18K ﹤0.01%
349
+137
1652
$18K ﹤0.01%
+160
1653
$18K ﹤0.01%
+550
1654
$18K ﹤0.01%
+400
1655
$18K ﹤0.01%
+248
1656
$18K ﹤0.01%
+2,000
1657
$18K ﹤0.01%
+1,650
1658
$18K ﹤0.01%
+416
1659
$18K ﹤0.01%
+216
1660
$18K ﹤0.01%
+396
1661
$18K ﹤0.01%
+690
1662
$18K ﹤0.01%
+119
1663
$18K ﹤0.01%
+840
1664
$18K ﹤0.01%
+149
1665
$18K ﹤0.01%
100
+26
1666
$18K ﹤0.01%
+430
1667
$18K ﹤0.01%
+1,183
1668
$18K ﹤0.01%
+2,600
1669
$18K ﹤0.01%
+1,080
1670
$18K ﹤0.01%
+166
1671
$18K ﹤0.01%
+187
1672
$18K ﹤0.01%
+14
1673
$18K ﹤0.01%
+261
1674
$18K ﹤0.01%
+549
1675
$18K ﹤0.01%
+1,997