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MCM

McDonough Capital Management Portfolio holdings

AUM $183M
1-Year Est. Return 25.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$490K
3
+$423K
4
CAT icon
Caterpillar
CAT
+$215K
5
SLF icon
Sun Life Financial
SLF
+$205K

Top Sells

1
+$1.43M
2
+$1.42M
3
+$972K
4
V icon
Visa
V
+$558K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$556K

Sector Composition

1 Technology 31.47%
2 Consumer Discretionary 20.17%
3 Communication Services 14.76%
4 Financials 12.63%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
26
Invesco QQQ Trust
QQQ
$492B
$1.03M 0.56%
1,777
+15
PANW icon
27
Palo Alto Networks
PANW
$232B
$866K 0.47%
5,401
+975
VV icon
28
Vanguard Large-Cap ETF
VV
$53B
$723K 0.4%
2,418
LLY icon
29
Eli Lilly
LLY
$1.01T
$709K 0.39%
771
+7
SPYG icon
30
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.2B
$524K 0.29%
5,356
DUK icon
31
Duke Energy
DUK
$97.7B
$482K 0.26%
3,681
-72
WEC icon
32
WEC Energy
WEC
$37.1B
$439K 0.24%
3,788
VOO icon
33
Vanguard S&P 500 ETF
VOO
$993B
$404K 0.22%
676
-83
GLD icon
34
SPDR Gold Trust
GLD
$141B
$403K 0.22%
936
+174
JNJ icon
35
Johnson & Johnson
JNJ
$567B
$387K 0.21%
1,582
-393
AEP icon
36
American Electric Power
AEP
$70.4B
$363K 0.2%
2,771
-15
PLD icon
37
Prologis
PLD
$138B
$332K 0.18%
2,509
+188
IVV icon
38
iShares Core S&P 500 ETF
IVV
$824B
$328K 0.18%
501
VUG icon
39
Vanguard Growth ETF
VUG
$227B
$325K 0.18%
4,470
SDY icon
40
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$301K 0.16%
2,064
+12
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.5T
$285K 0.16%
992
ANET icon
42
Arista Networks
ANET
$213B
$279K 0.15%
2,275
+39
VYM icon
43
Vanguard High Dividend Yield ETF
VYM
$79.4B
$277K 0.15%
1,869
DPZ icon
44
Domino's
DPZ
$10.5B
$263K 0.14%
733
-67
ITOT icon
45
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$253K 0.14%
1,775
WMT icon
46
Walmart Inc
WMT
$961B
$246K 0.13%
1,982
FTCS icon
47
First Trust Capital Strength ETF
FTCS
$7.73B
$245K 0.13%
2,639
EXR icon
48
Extra Space Storage
EXR
$31B
$243K 0.13%
1,854
-1,702
CAT icon
49
Caterpillar
CAT
$430B
$220K 0.12%
+310
SLF icon
50
Sun Life Financial
SLF
$42.5B
$200K 0.11%
+3,201
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