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
$115M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$315K
3
+$227K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$201K
5
MSFT icon
Microsoft
MSFT
+$200K

Top Sells

1
+$1.72M
2
+$1.45M
3
+$1.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$248K
5
LMT icon
Lockheed Martin
LMT
+$72.8K

Sector Composition

1 Consumer Discretionary 26.28%
2 Technology 21.08%
3 Financials 13.27%
4 Communication Services 12.61%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$582K 0.51%
1,605
27
$575K 0.5%
5,804
-172
28
$484K 0.42%
9,358
+68
29
$467K 0.41%
1,146
30
$449K 0.39%
4,500
31
$366K 0.32%
3,279
+3
32
$365K 0.32%
6,279
+4
33
$359K 0.31%
2,028
+5
34
$332K 0.29%
4,292
35
$297K 0.26%
4,485
+179
36
$287K 0.25%
2,880
-13
37
$284K 0.25%
7,805
38
$246K 0.21%
1,800
-88
39
$239K 0.21%
966
+14
40
$222K 0.19%
1,623
+271
41
$219K 0.19%
482
42
– –
-6,452
1
2