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
$87.3M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$246K
3
+$205K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$62.7K
5
AAPL icon
Apple
AAPL
+$56K

Top Sells

1
+$1.18M
2
+$286K
3
+$156K
4
HD icon
Home Depot
HD
+$124K
5
META icon
Meta Platforms (Facebook)
META
+$115K

Sector Composition

1 Consumer Discretionary 24.85%
2 Technology 20.02%
3 Financials 13.13%
4 Communication Services 10.52%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$429K 0.49%
1,605
27
$412K 0.47%
9,408
+73
28
$402K 0.46%
4,500
29
$350K 0.4%
1,489
-270
30
$318K 0.36%
3,416
+143
31
$317K 0.36%
1,942
+129
32
$303K 0.35%
6,287
+4
33
$276K 0.32%
890
-40
34
$270K 0.31%
4,292
35
$250K 0.29%
2,892
+119
36
$246K 0.28%
+1,995
37
$232K 0.27%
4,622
+52
38
$205K 0.23%
+956
39
$204K 0.23%
886
+1
1
2