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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.5M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$7.86M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 26.18%
2 Technology 20.63%
3 Communication Services 15.41%
4 Financials 12.45%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 16.02%
+118,200
2
$12.5M 10.19%
+70,569
3
$10.2M 8.3%
+70,560
4
$7.86M 6.39%
+23,364
5
$7M 5.69%
+115,073
6
$6.03M 4.9%
+17,112
7
$6M 4.88%
+73,880
8
$5.56M 4.52%
+13,392
9
$4.97M 4.04%
+22,950
10
$4.88M 3.97%
+14,512
11
$4.82M 3.92%
+16,118
12
$4.09M 3.32%
+11,378
13
$3.97M 3.23%
+6,997
14
$3.57M 2.91%
+21,407
15
$2.37M 1.93%
+15,291
16
$2.24M 1.82%
+11,880
17
$2.11M 1.72%
+5,940
18
$2.09M 1.7%
+22,349
19
$1.49M 1.21%
+2,477
20
$1.25M 1.02%
+14,937
21
$1.22M 0.99%
+6,452
22
$906K 0.74%
+3,997
23
$754K 0.61%
+25,630
24
$728K 0.59%
+1,533
25
$647K 0.53%
+1,146
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