MCC

Money Concepts Capital Portfolio holdings

AUM $1.5B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
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
1776
$14K ﹤0.01%
+185
1777
$14K ﹤0.01%
+221
1778
$14K ﹤0.01%
+700
1779
$14K ﹤0.01%
+149
1780
$14K ﹤0.01%
+228
1781
$14K ﹤0.01%
+511
1782
$14K ﹤0.01%
+190
1783
$14K ﹤0.01%
+1,940
1784
$14K ﹤0.01%
218
-422
1785
$14K ﹤0.01%
+1,000
1786
$14K ﹤0.01%
+278
1787
$14K ﹤0.01%
+120
1788
$14K ﹤0.01%
+804
1789
$14K ﹤0.01%
+1,400
1790
$14K ﹤0.01%
+97
1791
$14K ﹤0.01%
+404
1792
$14K ﹤0.01%
+271
1793
$14K ﹤0.01%
+1,562
1794
$14K ﹤0.01%
+41
1795
$14K ﹤0.01%
+1,084
1796
$14K ﹤0.01%
+530
1797
$14K ﹤0.01%
+500
1798
$13K ﹤0.01%
+200
1799
$13K ﹤0.01%
+199
1800
$13K ﹤0.01%
+549