MCM

McDonough Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 26.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$9.12M
3
+$1.21M
4
NVDA icon
NVIDIA
NVDA
+$974K
5
COST icon
Costco
COST
+$642K

Top Sells

1
+$2.77M
2
+$295K
3
+$53.3K
4
DUK icon
Duke Energy
DUK
+$27K
5
DIS icon
Walt Disney
DIS
+$15.6K

Sector Composition

1 Technology 30.59%
2 Consumer Discretionary 22.71%
3 Financials 15.06%
4 Communication Services 11.56%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$978K 0.55%
1,772
+4
27
$812K 0.46%
5,839
-39
28
$778K 0.44%
3,801
+248
29
$771K 0.43%
5,283
+50
30
$690K 0.39%
2,418
-35,166
31
$601K 0.34%
771
+27
32
$511K 0.29%
5,365
-3
33
$489K 0.27%
4,142
-229
34
$476K 0.27%
3,835
-150
35
$466K 0.26%
4,475
36
$407K 0.23%
1,053
-29
37
$360K 0.2%
800
38
$330K 0.18%
530
39
$327K 0.18%
745
40
$289K 0.16%
1,894
-13
41
$289K 0.16%
2,786
-94
42
$275K 0.15%
2,027
-3
43
$264K 0.15%
2,512
-84
44
$254K 0.14%
870
-17
45
$249K 0.14%
1,869
46
$247K 0.14%
1,829
47
$245K 0.14%
2,910
+131
48
$240K 0.13%
2,639
49
$225K 0.13%
+2,200
50
$218K 0.12%
+716
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