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
1776
$16.3K ﹤0.01%
345
-3,222
1777
$16.3K ﹤0.01%
+1,450
1778
$16.3K ﹤0.01%
+1,034
1779
$16.3K ﹤0.01%
+51
1780
$16.3K ﹤0.01%
2,610
+598
1781
$16.3K ﹤0.01%
+743
1782
$16.2K ﹤0.01%
+1,315
1783
$16.2K ﹤0.01%
+238
1784
$16.1K ﹤0.01%
+128
1785
$16.1K ﹤0.01%
252
1786
$16.1K ﹤0.01%
121
-14
1787
$16K ﹤0.01%
+711
1788
$16K ﹤0.01%
614
+519
1789
$16K ﹤0.01%
+904
1790
$16K ﹤0.01%
696
+685
1791
$15.9K ﹤0.01%
566
+446
1792
$15.9K ﹤0.01%
209
-2,789
1793
$15.9K ﹤0.01%
+150
1794
$15.8K ﹤0.01%
+695
1795
$15.8K ﹤0.01%
+301
1796
$15.7K ﹤0.01%
+153
1797
$15.6K ﹤0.01%
+480
1798
$15.5K ﹤0.01%
+298
1799
$15.5K ﹤0.01%
+166
1800
$15.5K ﹤0.01%
195
-3,035