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
$87.3M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$246K
3
+$205K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$62.7K
5
AAPL icon
Apple
AAPL
+$56K

Top Sells

1
+$1.18M
2
+$286K
3
+$156K
4
HD icon
Home Depot
HD
+$124K
5
META icon
Meta Platforms (Facebook)
META
+$115K

Sector Composition

1 Consumer Discretionary 24.85%
2 Technology 20.02%
3 Financials 13.13%
4 Communication Services 10.52%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 14.91%
115,244
-1,384
2
$9.82M 11.25%
71,000
+405
3
$6.88M 7.88%
71,592
+652
4
$5.56M 6.36%
23,863
+93
5
$5.29M 6.06%
71,219
-15,849
6
$4.97M 5.69%
86,023
+18,061
7
$4.6M 5.27%
17,333
-103
8
$4.25M 4.87%
15,931
-42
9
$4.01M 4.59%
22,559
-474
10
$3.6M 4.12%
13,049
-450
11
$3.44M 3.94%
21,492
-462
12
$3.2M 3.67%
11,264
-280
13
$2.26M 2.59%
5,844
+115
14
$1.75M 2.01%
22,377
+42
15
$1.62M 1.86%
5,898
-1,039
16
$1.53M 1.75%
11,700
-739
17
$1.42M 1.62%
3,000
-140
18
$1.25M 1.43%
13,229
-889
19
$934K 1.07%
5,414
-257
20
$801K 0.92%
13,840
21
$727K 0.83%
1,546
+55
22
$707K 0.81%
5,211
-846
23
$523K 0.6%
1,464
24
$484K 0.55%
39,830
-1,170
25
$461K 0.53%
5,634
+89
1
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