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
$86.3M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$559K
3
+$381K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$242K
5
JPM icon
JPMorgan Chase
JPM
+$203K

Top Sells

1
+$303K
2
+$205K
3
+$185K
4
ADBE icon
Adobe
ADBE
+$157K
5
AMZN icon
Amazon
AMZN
+$134K

Sector Composition

1 Technology 20.23%
2 Consumer Discretionary 18.84%
3 Financials 16.11%
4 Communication Services 9.71%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$544K 0.63%
4,526
-685
27
$485K 0.56%
9,474
+66
28
$427K 0.5%
1,604
-1
29
$422K 0.49%
4,500
30
$419K 0.49%
1,424
-65
31
$381K 0.44%
+3,376
32
$325K 0.38%
1,840
-102
33
$301K 0.35%
868
-22
34
$300K 0.35%
2,914
-502
35
$293K 0.34%
4,292
36
$280K 0.32%
1,995
37
$275K 0.32%
2,891
-1
38
$242K 0.28%
+1,934
39
$241K 0.28%
4,751
+129
40
$234K 0.27%
887
+1
41
$203K 0.24%
+1,517
42
– –
-956
43
– –
-6,287
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