MCC

Money Concepts Capital Portfolio holdings

AUM $1.78B
1-Year Est. Return 19.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.76%
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
2151
$6K ﹤0.01%
+153
2152
$6K ﹤0.01%
+500
2153
$6K ﹤0.01%
+500
2154
$6K ﹤0.01%
+1,026
2155
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+102
2156
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+121
2157
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+80
2158
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+185
2159
$6K ﹤0.01%
+526
2160
$6K ﹤0.01%
+1,220
2161
$6K ﹤0.01%
+1,210
2162
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+176
2163
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+223
2164
$6K ﹤0.01%
+250
2165
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+30
2166
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+100
2167
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+25
2168
$6K ﹤0.01%
+53
2169
$6K ﹤0.01%
+775
2170
$6K ﹤0.01%
+800
2171
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151
+24
2172
$6K ﹤0.01%
+375
2173
$6K ﹤0.01%
+155
2174
$6K ﹤0.01%
+850
2175
$6K ﹤0.01%
+120