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
2351
$3K ﹤0.01%
+7
2352
$3K ﹤0.01%
+195
2353
$3K ﹤0.01%
+29
2354
$3K ﹤0.01%
+76
2355
$3K ﹤0.01%
+25
2356
$3K ﹤0.01%
+133
2357
$3K ﹤0.01%
+370
2358
$3K ﹤0.01%
+295
2359
$3K ﹤0.01%
+500
2360
$3K ﹤0.01%
+504
2361
$3K ﹤0.01%
+217
2362
$3K ﹤0.01%
+55
2363
$3K ﹤0.01%
+45
2364
$3K ﹤0.01%
+135
2365
$3K ﹤0.01%
70
-7,355
2366
$3K ﹤0.01%
+145
2367
$3K ﹤0.01%
+21
2368
$3K ﹤0.01%
+512
2369
$3K ﹤0.01%
+23
2370
$3K ﹤0.01%
+1
2371
$3K ﹤0.01%
+300
2372
$3K ﹤0.01%
+243
2373
$3K ﹤0.01%
+200
2374
$3K ﹤0.01%
+345
2375
$3K ﹤0.01%
+988