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
2301
$5.49K ﹤0.01%
+195
2302
$5.49K ﹤0.01%
+190
2303
$5.47K ﹤0.01%
+1,040
2304
$5.46K ﹤0.01%
+50
2305
$5.45K ﹤0.01%
+521
2306
$5.45K ﹤0.01%
+300
2307
$5.44K ﹤0.01%
+1
2308
$5.43K ﹤0.01%
301
+280
2309
$5.42K ﹤0.01%
+250
2310
$5.42K ﹤0.01%
+364
2311
$5.39K ﹤0.01%
+256
2312
$5.39K ﹤0.01%
+100
2313
$5.38K ﹤0.01%
68
+61
2314
$5.38K ﹤0.01%
+189
2315
$5.34K ﹤0.01%
+200
2316
$5.33K ﹤0.01%
+108
2317
$5.32K ﹤0.01%
+310
2318
$5.3K ﹤0.01%
+18
2319
$5.28K ﹤0.01%
+32
2320
$5.27K ﹤0.01%
403
+7
2321
$5.25K ﹤0.01%
124
+12
2322
$5.24K ﹤0.01%
+550
2323
$5.22K ﹤0.01%
+161
2324
$5.22K ﹤0.01%
+600
2325
$5.22K ﹤0.01%
+150