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
2276
$4K ﹤0.01%
+54
2277
$4K ﹤0.01%
85
+15
2278
$4K ﹤0.01%
+100
2279
$4K ﹤0.01%
+50
2280
$4K ﹤0.01%
+40
2281
$4K ﹤0.01%
28
2282
$4K ﹤0.01%
+55
2283
$4K ﹤0.01%
+25
2284
$4K ﹤0.01%
+37
2285
$4K ﹤0.01%
+300
2286
$4K ﹤0.01%
+128
2287
$4K ﹤0.01%
+300
2288
$4K ﹤0.01%
+500
2289
$4K ﹤0.01%
+184
2290
$4K ﹤0.01%
+40
2291
$4K ﹤0.01%
+50
2292
$4K ﹤0.01%
+182
2293
$4K ﹤0.01%
+50
2294
$4K ﹤0.01%
+500
2295
$4K ﹤0.01%
+40
2296
$4K ﹤0.01%
+189
2297
$4K ﹤0.01%
+26
2298
$4K ﹤0.01%
+227
2299
$4K ﹤0.01%
+140
2300
$4K ﹤0.01%
+55