MCC

Money Concepts Capital Portfolio holdings

AUM $1.62B
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,346
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$16.3M
3 +$14.9M
4
MSFT icon
Microsoft
MSFT
+$13.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.7M

Sector Composition

1 Consumer Staples 14.04%
2 Healthcare 12.83%
3 Technology 6.96%
4 Industrials 6.36%
5 Utilities 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$6.15K ﹤0.01%
1,830
+1,130
2252
$6.14K ﹤0.01%
+1,200
2253
$6.13K ﹤0.01%
+200
2254
$6.12K ﹤0.01%
+361
2255
$6.11K ﹤0.01%
+80
2256
$6.1K ﹤0.01%
+2,000
2257
$6.08K ﹤0.01%
+1,150
2258
$6.07K ﹤0.01%
8
+6
2259
$6.06K ﹤0.01%
+500
2260
$6.03K ﹤0.01%
+503
2261
$6.03K ﹤0.01%
+368
2262
$6.03K ﹤0.01%
+500
2263
$6.02K ﹤0.01%
200
+198
2264
$6.01K ﹤0.01%
243
+71
2265
$6K ﹤0.01%
548
2266
$5.97K ﹤0.01%
72
-68
2267
$5.96K ﹤0.01%
+187
2268
$5.96K ﹤0.01%
+200
2269
$5.95K ﹤0.01%
695
+361
2270
$5.94K ﹤0.01%
236
-4,501
2271
$5.93K ﹤0.01%
+70
2272
$5.91K ﹤0.01%
18
2273
$5.89K ﹤0.01%
+108
2274
$5.88K ﹤0.01%
400
2275
$5.86K ﹤0.01%
+414