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
$115M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$315K
3
+$227K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$201K
5
MSFT icon
Microsoft
MSFT
+$200K

Top Sells

1
+$1.72M
2
+$1.45M
3
+$1.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$248K
5
LMT icon
Lockheed Martin
LMT
+$72.8K

Sector Composition

1 Consumer Discretionary 26.28%
2 Technology 21.08%
3 Financials 13.27%
4 Communication Services 12.61%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4M 16.81%
118,760
+560
2
$12.5M 10.82%
71,392
+823
3
$10.1M 8.73%
72,000
+1,440
4
$7.4M 6.43%
24,012
+648
5
$6.17M 5.35%
17,193
+81
6
$5.72M 4.96%
16,206
+88
7
$5.52M 4.79%
70,698
-3,182
8
$5.36M 4.66%
90,521
-24,552
9
$5.18M 4.5%
23,365
+415
10
$4.16M 3.61%
11,649
+271
11
$4.04M 3.51%
13,484
+92
12
$3.48M 3.02%
21,958
+551
13
$3.25M 2.82%
7,125
+128
14
$2.55M 2.21%
5,775
-165
15
$2.09M 1.82%
15,252
-39
16
$2.04M 1.77%
12,326
+446
17
$1.89M 1.64%
22,355
+6
18
$1.75M 1.52%
+3,039
19
$1.5M 1.31%
6,769
-7,743
20
$1.14M 0.99%
14,937
21
$1.14M 0.99%
5,530
+1,533
22
$927K 0.8%
33,960
+8,330
23
$876K 0.76%
2,338
-139
24
$692K 0.6%
1,533
25
$667K 0.58%
1,490
-11
1
2