MCM

McDonough Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 31.85%
This Quarter Est. Return
1 Year Est. Return
+31.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.86M
3
+$837K
4
AVGO icon
Broadcom
AVGO
+$419K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$312K

Top Sells

1
+$10.7M
2
+$245K
3
+$211K
4
ADBE icon
Adobe
ADBE
+$170K
5
TSLA icon
Tesla
TSLA
+$117K

Sector Composition

1 Technology 32.37%
2 Consumer Discretionary 21.66%
3 Financials 13.55%
4 Communication Services 13.27%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXR icon
26
Extra Space Storage
EXR
$28.5B
$967K 0.49%
6,863
-453
PANW icon
27
Palo Alto Networks
PANW
$134B
$881K 0.44%
4,325
+524
RTX icon
28
RTX Corp
RTX
$240B
$880K 0.44%
5,261
-22
AWK icon
29
American Water Works
AWK
$25.7B
$785K 0.39%
5,637
-202
VV icon
30
Vanguard Large-Cap ETF
VV
$47.1B
$744K 0.37%
2,418
-34,630
LLY icon
31
Eli Lilly
LLY
$920B
$598K 0.3%
783
+12
SPYG icon
32
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.8B
$558K 0.28%
5,338
-27
WEC icon
33
WEC Energy
WEC
$33.8B
$513K 0.26%
4,475
DUK icon
34
Duke Energy
DUK
$89.7B
$486K 0.24%
3,929
-213
JNJ icon
35
Johnson & Johnson
JNJ
$510B
$366K 0.18%
1,975
+81
VUG icon
36
Vanguard Growth ETF
VUG
$201B
$357K 0.18%
745
IVV icon
37
iShares Core S&P 500 ETF
IVV
$699B
$355K 0.18%
530
DPZ icon
38
Domino's
DPZ
$14.6B
$345K 0.17%
800
DIS icon
39
Walt Disney
DIS
$199B
$330K 0.17%
2,881
-954
ANET icon
40
Arista Networks
ANET
$157B
$328K 0.16%
2,248
+48
AEP icon
41
American Electric Power
AEP
$61B
$313K 0.16%
2,786
VOO icon
42
Vanguard S&P 500 ETF
VOO
$822B
$312K 0.16%
+510
SDY icon
43
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$286K 0.14%
2,039
+12
PLD icon
44
Prologis
PLD
$121B
$274K 0.14%
2,389
-123
ITOT icon
45
iShares Core S&P Total US Stock Market ETF
ITOT
$79.8B
$266K 0.13%
1,828
-1
VYM icon
46
Vanguard High Dividend Yield ETF
VYM
$69.1B
$263K 0.13%
1,869
MCD icon
47
McDonald's
MCD
$226B
$257K 0.13%
844
-26
GLD icon
48
SPDR Gold Trust
GLD
$145B
$255K 0.13%
716
FTCS icon
49
First Trust Capital Strength ETF
FTCS
$8.25B
$247K 0.12%
2,639
GOOGL icon
50
Alphabet (Google) Class A
GOOGL
$3.73T
$241K 0.12%
+992
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