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
$106M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$207K
3
+$195K
4
AAPL icon
Apple
AAPL
+$195K
5
DUK icon
Duke Energy
DUK
+$125K

Top Sells

1
+$292K
2
+$207K
3
+$110K
4
AWK icon
American Water Works
AWK
+$79.3K
5
WM icon
Waste Management
WM
+$24.9K

Sector Composition

1 Technology 23.57%
2 Consumer Discretionary 22.31%
3 Financials 15.01%
4 Communication Services 11.69%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.45%
1,265
-8
27
$403K 0.38%
5,604
-13
28
$383K 0.36%
4,338
+1,418
29
$370K 0.35%
3,296
30
$364K 0.35%
4,525
31
$335K 0.32%
2,151
-1
32
$329K 0.31%
868
33
$308K 0.29%
4,257
-35
34
$304K 0.29%
+3,228
35
$301K 0.29%
9,087
-170
36
$288K 0.27%
4,856
37
$286K 0.27%
3,808
+921
38
$275K 0.26%
1,995
39
$272K 0.26%
1,866
40
$246K 0.23%
5,986
41
$243K 0.23%
923
42
$225K 0.21%
1,957
+12
43
– –
-464
1
2