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
$109M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$201K
3
+$170K
4
NVDA icon
NVIDIA
NVDA
+$147K
5
MSFT icon
Microsoft
MSFT
+$111K

Top Sells

1
+$188K
2
+$142K
3
+$88.8K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$88.1K
5
MA icon
Mastercard
MA
+$72.7K

Sector Composition

1 Technology 24.32%
2 Consumer Discretionary 22.23%
3 Financials 14.43%
4 Communication Services 10.61%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$560K 0.51%
1,273
-40
27
$550K 0.51%
5,617
-17
28
$404K 0.37%
3,296
+3
29
$399K 0.37%
4,525
30
$356K 0.33%
2,152
+3
31
$340K 0.31%
9,257
+90
32
$322K 0.3%
4,292
33
$296K 0.27%
4,856
+27
34
$293K 0.27%
868
35
$283K 0.26%
1,995
36
$276K 0.25%
923
+35
37
$270K 0.25%
1,866
-5
38
$262K 0.24%
2,920
+3
39
$243K 0.22%
2,887
-1
40
$239K 0.22%
1,945
+11
41
$207K 0.19%
+464
42
$205K 0.19%
5,986
1
2