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
1701
$16K ﹤0.01%
+1,200
1702
$16K ﹤0.01%
+114
1703
$16K ﹤0.01%
+256
1704
$16K ﹤0.01%
+184
1705
$16K ﹤0.01%
+221
1706
$16K ﹤0.01%
+2,040
1707
$16K ﹤0.01%
+294
1708
$16K ﹤0.01%
+531
1709
$16K ﹤0.01%
+1,000
1710
$16K ﹤0.01%
+2,445
1711
$16K ﹤0.01%
+412
1712
$16K ﹤0.01%
+1,370
1713
$16K ﹤0.01%
+481
1714
$16K ﹤0.01%
+2,167
1715
$16K ﹤0.01%
+1,000
1716
$16K ﹤0.01%
+206
1717
$16K ﹤0.01%
+261
1718
$16K ﹤0.01%
+550
1719
$16K ﹤0.01%
+778
1720
$16K ﹤0.01%
+318
1721
$16K ﹤0.01%
+500
1722
$16K ﹤0.01%
+837
1723
$16K ﹤0.01%
+676
1724
$16K ﹤0.01%
+270
1725
$16K ﹤0.01%
+174