MCM
McDonough Capital Management Portfolio holdings
AUM
$204M
1-Year Est. Return
26.22%
This Fund
S&P 500
1 Year Est. Return
+26.22%
AUM
$204M
AUM Growth
+$5.38M
(+2.7%)
Holding
53
Top Buys
| 1 | +$2.83M | |
| 2 | +$638K | |
| 3 | +$431K | |
| 4 |
IBM
IBM
|
+$237K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$155K |
Top Sells
| 1 | +$451K | |
| 2 | +$330K | |
| 3 | +$260K | |
| 4 |
American Water Works
AWK
|
+$216K |
| 5 |
Adobe
ADBE
|
+$201K |
Sector Composition
| 1 | Technology | 32.19% |
| 2 | Consumer Discretionary | 21.31% |
| 3 | Communication Services | 15.36% |
| 4 | Financials | 13.24% |
| 5 | Industrials | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart Inc
WMT
$1.01T
| $221K | 0.11% |
1,982
|
|
||
|
52
Adobe
ADBE
$105B
| – | – |
-570
|
|
||
53
Walt Disney
DIS
$177B
| – | – |
-2,881
|
|