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
1851
$12K ﹤0.01%
+69
1852
$12K ﹤0.01%
+1,000
1853
$12K ﹤0.01%
+750
1854
$12K ﹤0.01%
+224
1855
$12K ﹤0.01%
+184
1856
$12K ﹤0.01%
+234
1857
$12K ﹤0.01%
392
1858
$12K ﹤0.01%
125
-1,943
1859
$12K ﹤0.01%
+2,530
1860
$12K ﹤0.01%
413
1861
$12K ﹤0.01%
296
+175
1862
$12K ﹤0.01%
+300
1863
$12K ﹤0.01%
215
-2,793
1864
$12K ﹤0.01%
+164
1865
$12K ﹤0.01%
+248
1866
$12K ﹤0.01%
+273
1867
$12K ﹤0.01%
822
+122
1868
$12K ﹤0.01%
+350
1869
$11K ﹤0.01%
+226
1870
$11K ﹤0.01%
+52
1871
$11K ﹤0.01%
+136
1872
$11K ﹤0.01%
+503
1873
$11K ﹤0.01%
+50
1874
$11K ﹤0.01%
+80
1875
$11K ﹤0.01%
+64