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
$116M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$222K
3
+$93.7K
4
LMT icon
Lockheed Martin
LMT
+$66.6K
5
COST icon
Costco
COST
+$44.2K

Top Sells

1
+$1.05M
2
+$736K
3
+$122K
4
AAPL icon
Apple
AAPL
+$106K
5
DIS icon
Walt Disney
DIS
+$104K

Sector Composition

1 Technology 24.83%
2 Consumer Discretionary 23.38%
3 Financials 14.62%
4 Communication Services 11.47%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$547K 0.47%
6,061
-1,150
27
$462K 0.4%
5,487
-117
28
$436K 0.38%
3,273
-23
29
$421K 0.36%
4,341
+3
30
$381K 0.33%
4,525
31
$358K 0.31%
868
32
$347K 0.3%
5,331
+475
33
$334K 0.29%
4,220
-37
34
$331K 0.29%
2,112
-39
35
$319K 0.28%
1,881
+15
36
$298K 0.26%
1,995
37
$295K 0.26%
2,808
-420
38
$292K 0.25%
3,594
-214
39
$274K 0.24%
924
+1
40
$265K 0.23%
9,208
+121
41
$246K 0.21%
1,972
+15
42
$222K 0.19%
+465
43
$215K 0.19%
5,986
1
2