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
2201
$5K ﹤0.01%
+375
2202
$5K ﹤0.01%
+35
2203
$5K ﹤0.01%
+39
2204
$5K ﹤0.01%
+1,000
2205
$5K ﹤0.01%
+480
2206
$5K ﹤0.01%
+532
2207
$5K ﹤0.01%
+52
2208
$5K ﹤0.01%
+100
2209
$5K ﹤0.01%
+62
2210
$5K ﹤0.01%
+100
2211
$5K ﹤0.01%
+80
2212
$5K ﹤0.01%
+108
2213
$5K ﹤0.01%
+138
2214
$5K ﹤0.01%
+65
2215
$5K ﹤0.01%
135
2216
$5K ﹤0.01%
70
2217
$5K ﹤0.01%
+24
2218
$5K ﹤0.01%
+98
2219
$5K ﹤0.01%
+7
2220
$5K ﹤0.01%
+40
2221
$5K ﹤0.01%
+131
2222
$5K ﹤0.01%
+480
2223
$5K ﹤0.01%
+30
2224
$5K ﹤0.01%
+203
2225
$5K ﹤0.01%
+131