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
$96.9M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$369K
2
+$190K
3
+$167K
4
AMZN icon
Amazon
AMZN
+$110K
5
COST icon
Costco
COST
+$84.9K

Top Sells

1
+$398K
2
+$216K
3
+$101K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$84.1K
5
DIS icon
Walt Disney
DIS
+$42.8K

Sector Composition

1 Technology 22.61%
2 Consumer Discretionary 20.49%
3 Financials 15.04%
4 Communication Services 10.31%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$515K 0.53%
1,605
+1
27
$453K 0.47%
1,313
-111
28
$429K 0.44%
4,525
+25
29
$411K 0.42%
3,293
-83
30
$374K 0.39%
9,167
-307
31
$333K 0.34%
2,149
+309
32
$307K 0.32%
4,292
33
$286K 0.3%
868
34
$281K 0.29%
2,917
+3
35
$276K 0.28%
1,995
36
$267K 0.28%
4,829
+78
37
$263K 0.27%
2,888
-3
38
$248K 0.26%
888
+1
39
$244K 0.25%
1,871
+354
40
$239K 0.25%
1,934
41
$216K 0.22%
5,986
-5,986
1
2