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
1751
$15K ﹤0.01%
+380
1752
$15K ﹤0.01%
+135
1753
$15K ﹤0.01%
+257
1754
$15K ﹤0.01%
+83
1755
$15K ﹤0.01%
+643
1756
$15K ﹤0.01%
+955
1757
$15K ﹤0.01%
+262
1758
$14K ﹤0.01%
+244
1759
$14K ﹤0.01%
+205
1760
$14K ﹤0.01%
+400
1761
$14K ﹤0.01%
+459
1762
$14K ﹤0.01%
+89
1763
$14K ﹤0.01%
+469
1764
$14K ﹤0.01%
+2,000
1765
$14K ﹤0.01%
195
+170
1766
$14K ﹤0.01%
+700
1767
$14K ﹤0.01%
+465
1768
$14K ﹤0.01%
+204
1769
$14K ﹤0.01%
+400
1770
$14K ﹤0.01%
+1,190
1771
$14K ﹤0.01%
+190
1772
$14K ﹤0.01%
+1,000
1773
$14K ﹤0.01%
+260
1774
$14K ﹤0.01%
+269
1775
$14K ﹤0.01%
109
+61