MCM

McDonough Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 31.85%
This Quarter Est. Return
1 Year Est. Return
+31.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$387K
3
+$333K
4
AMZN icon
Amazon
AMZN
+$275K
5
WM icon
Waste Management
WM
+$264K

Top Sells

1
+$327K
2
+$193K
3
+$146K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$139K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$120K

Sector Composition

1 Technology 27.11%
2 Consumer Discretionary 22.7%
3 Financials 17.07%
4 Communication Services 10.98%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$867K 0.57%
5,878
-989
27
$829K 0.54%
1,768
+39
28
$693K 0.45%
5,233
+18
29
$621K 0.41%
2,418
30
$615K 0.4%
744
+118
31
$606K 0.4%
3,553
+1,433
32
$533K 0.35%
4,371
-191
33
$488K 0.32%
4,475
34
$431K 0.28%
5,368
+36
35
$415K 0.27%
1,082
-87
36
$393K 0.26%
3,985
-398
37
$368K 0.24%
800
38
$316K 0.21%
1,907
+301
39
$315K 0.21%
2,880
+40
40
$298K 0.19%
530
+66
41
$290K 0.19%
2,596
-66
42
$277K 0.18%
887
-29
43
$276K 0.18%
745
+119
44
$275K 0.18%
2,030
+12
45
$241K 0.16%
1,869
-1
46
$240K 0.16%
+2,779
47
$237K 0.15%
2,639
48
$223K 0.15%
1,829
-980
1
2