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MCC

Money Concepts Capital Portfolio holdings

AUM $1.81B
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.15%
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 +$57.7M
2 +$25.3M
3 +$23M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$19.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.1M

Sector Composition

1 Technology 9.04%
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
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+175
2130
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+600
2131
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+100
2132
$6K ﹤0.01%
+200
2133
$6K ﹤0.01%
+58
2134
$6K ﹤0.01%
+256
2135
$6K ﹤0.01%
+50
2136
$6K ﹤0.01%
+52
2137
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+1,000
2138
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+139
2139
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+95
2140
$6K ﹤0.01%
+131
2141
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+61
2142
$6K ﹤0.01%
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2143
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2144
$6K ﹤0.01%
+100
2145
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+238
2146
$6K ﹤0.01%
+400
2147
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+100
2148
$6K ﹤0.01%
+153
2149
$6K ﹤0.01%
+526
2150
$6K ﹤0.01%
+1,220