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
$127M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$360K
3
+$319K
4
HD icon
Home Depot
HD
+$298K
5
AMZN icon
Amazon
AMZN
+$175K

Top Sells

1
+$361K
2
+$181K
3
+$81.6K
4
AWK icon
American Water Works
AWK
+$66.2K
5
JNJ icon
Johnson & Johnson
JNJ
+$50.6K

Sector Composition

1 Technology 24.34%
2 Consumer Discretionary 23.74%
3 Financials 15.33%
4 Communication Services 11.79%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$660K 0.52%
5,394
-667
27
$511K 0.4%
5,236
-251
28
$464K 0.37%
+597
29
$441K 0.35%
2,204
+323
30
$431K 0.34%
868
31
$427K 0.34%
3,276
+3
32
$420K 0.33%
4,344
+3
33
$387K 0.31%
5,284
-47
34
$382K 0.3%
4,184
-36
35
$370K 0.29%
4,500
-25
36
$325K 0.26%
1,995
37
$324K 0.26%
2,808
38
$308K 0.24%
3,574
-20
39
$283K 0.22%
1,792
-320
40
$261K 0.21%
925
+1
41
$260K 0.21%
1,982
+10
42
$259K 0.2%
9,316
+108
43
$244K 0.19%
465
44
$206K 0.16%
5,986
1
2