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
1726
$17.9K ﹤0.01%
1,196
+530
1727
$17.9K ﹤0.01%
+824
1728
$17.9K ﹤0.01%
212
+68
1729
$17.8K ﹤0.01%
+631
1730
$17.8K ﹤0.01%
+598
1731
$17.8K ﹤0.01%
+2,739
1732
$17.8K ﹤0.01%
+417
1733
$17.8K ﹤0.01%
+527
1734
$17.8K ﹤0.01%
+1,700
1735
$17.8K ﹤0.01%
+860
1736
$17.7K ﹤0.01%
+425
1737
$17.7K ﹤0.01%
+866
1738
$17.6K ﹤0.01%
+5,750
1739
$17.5K ﹤0.01%
+1,689
1740
$17.5K ﹤0.01%
+427
1741
$17.5K ﹤0.01%
552
+370
1742
$17.5K ﹤0.01%
+350
1743
$17.4K ﹤0.01%
+5,422
1744
$17.4K ﹤0.01%
+1,500
1745
$17.4K ﹤0.01%
339
+301
1746
$17.4K ﹤0.01%
+723
1747
$17.3K ﹤0.01%
+57
1748
$17.3K ﹤0.01%
+275
1749
$17.3K ﹤0.01%
992
+782
1750
$17.2K ﹤0.01%
300
+285