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
2301
$4K ﹤0.01%
+23
2302
$4K ﹤0.01%
+28
2303
$4K ﹤0.01%
+105
2304
$4K ﹤0.01%
+100
2305
$4K ﹤0.01%
+459
2306
$4K ﹤0.01%
+1,000
2307
$4K ﹤0.01%
+200
2308
$4K ﹤0.01%
+53
2309
$4K ﹤0.01%
+34
2310
$4K ﹤0.01%
+200
2311
$4K ﹤0.01%
+75
2312
$4K ﹤0.01%
+100
2313
$4K ﹤0.01%
+100
2314
$4K ﹤0.01%
+110
2315
$4K ﹤0.01%
+300
2316
$4K ﹤0.01%
+45
2317
$4K ﹤0.01%
+110
2318
$4K ﹤0.01%
+25
2319
$4K ﹤0.01%
+571
2320
$4K ﹤0.01%
+135
2321
$4K ﹤0.01%
+300
2322
$4K ﹤0.01%
+294
2323
$4K ﹤0.01%
+375
2324
$4K ﹤0.01%
+150
2325
$4K ﹤0.01%
+38