MCM

McDonough Capital Management Portfolio holdings

AUM $178M
1-Year Est. Return 23.06%
This Quarter Est. Return
1 Year Est. Return
+23.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.5M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$7.86M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 26.18%
2 Technology 20.63%
3 Communication Services 15.41%
4 Financials 12.45%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$639K 0.52%
+1,605
27
$581K 0.47%
+1,501
28
$549K 0.45%
+9,290
29
$514K 0.42%
+5,976
30
$437K 0.36%
+4,500
31
$412K 0.34%
+6,275
32
$366K 0.3%
+4,292
33
$346K 0.28%
+2,023
34
$344K 0.28%
+3,276
35
$312K 0.25%
+4,306
36
$264K 0.21%
+7,805
37
$258K 0.21%
+1,888
38
$257K 0.21%
+2,893
39
$255K 0.21%
+952
40
$230K 0.19%
+482
41
$214K 0.17%
+1,352
1
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