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
$162M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.57M
3
+$1.03M
4
MSFT icon
Microsoft
MSFT
+$575K
5
COST icon
Costco
COST
+$495K

Top Sells

1
+$1.47M
2
+$382K
3
+$272K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$203K
5
NEE icon
NextEra Energy
NEE
+$103K

Sector Composition

1 Technology 28.15%
2 Consumer Discretionary 25.09%
3 Financials 14.44%
4 Communication Services 11.93%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$855K 0.53%
6,867
-348
27
$652K 0.4%
2,418
28
$603K 0.37%
5,215
+80
29
$520K 0.32%
1,169
-3,297
30
$492K 0.3%
4,562
+443
31
$488K 0.3%
4,383
-267
32
$483K 0.3%
626
+15
33
$469K 0.29%
5,332
+73
34
$432K 0.27%
+5,709
35
$421K 0.26%
4,475
-12
36
$386K 0.24%
+2,120
37
$361K 0.22%
2,809
+1
38
$336K 0.21%
800
39
$281K 0.17%
2,662
-74
40
$273K 0.17%
464
-2
41
$267K 0.17%
2,018
+14
42
$266K 0.16%
916
43
$262K 0.16%
2,840
-688
44
$257K 0.16%
626
45
$239K 0.15%
1,870
+1
46
$232K 0.14%
1,606
-104
47
$232K 0.14%
2,639
48
– –
-4,154
49
– –
-9,414
1
2