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Home > Institutional Investor > Money Concepts Capital Corp > Profile

Instuitional Investor - Money Concepts Capital Corp

Fund Profile
Filing Period:
Fund Name: Money Concepts Capital Corp
Portfolio Value $1,077,605,116
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Nasdaq 100 Tech Ind
 165,514 $29,043,148 2.69%
2.
Vanguard Index Fds
 64,918 $28,357,204 2.63%
3.
Microsoft Corp
 MSFT 73,525 $27,655,588 2.56%
4.
Invesco Qqq Tr
 61,318 $25,114,080 2.33%
5.
Lockheed Martin Corp
 LMT 54,651 $24,786,406 2.3%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)