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
51
$211K 0.12%
+3,182