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
$137M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$631K
3
+$456K
4
MSFT icon
Microsoft
MSFT
+$270K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$264K

Top Sells

1
+$996K
2
+$952K
3
+$325K
4
AWK icon
American Water Works
AWK
+$290K
5
APA icon
APA Corp
APA
+$206K

Sector Composition

1 Technology 27.59%
2 Consumer Discretionary 23.21%
3 Financials 13.87%
4 Communication Services 12.78%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$631K 0.46%
+2,529
27
$593K 0.43%
2,933
+729
28
$553K 0.4%
611
+14
29
$529K 0.39%
5,329
-65
30
$516K 0.38%
5,135
-101
31
$448K 0.33%
868
32
$446K 0.32%
4,450
+106
33
$416K 0.3%
5,190
-94
34
$366K 0.27%
4,154
-30
35
$362K 0.26%
3,219
-57
36
$353K 0.26%
4,500
37
$334K 0.24%
2,808
38
$313K 0.23%
3,572
-2
39
$271K 0.2%
1,854
+62
40
$267K 0.19%
9,534
+218
41
$255K 0.19%
466
+1
42
$254K 0.18%
1,994
+12
43
$236K 0.17%
926
+1
44
$35.2K 0.03%
+14,846
45
– –
-5,986
46
– –
-1,995
1
2