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
2126
$6K ﹤0.01%
+333
2127
$6K ﹤0.01%
+465
2128
$6K ﹤0.01%
+212
2129
$6K ﹤0.01%
+175
2130
$6K ﹤0.01%
+600
2131
$6K ﹤0.01%
+100
2132
$6K ﹤0.01%
+187
2133
$6K ﹤0.01%
+100
2134
$6K ﹤0.01%
+200
2135
$6K ﹤0.01%
+58
2136
$6K ﹤0.01%
+256
2137
$6K ﹤0.01%
+50
2138
$6K ﹤0.01%
+128
2139
$6K ﹤0.01%
+52
2140
$6K ﹤0.01%
+1,000
2141
$6K ﹤0.01%
+139
2142
$6K ﹤0.01%
+95
2143
$6K ﹤0.01%
+131
2144
$6K ﹤0.01%
+61
2145
$6K ﹤0.01%
+138
2146
$6K ﹤0.01%
+120
2147
$6K ﹤0.01%
+100
2148
$6K ﹤0.01%
+238
2149
$6K ﹤0.01%
+400
2150
$6K ﹤0.01%
+100