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
$96.9M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$369K
2
+$190K
3
+$167K
4
AMZN icon
Amazon
AMZN
+$110K
5
COST icon
Costco
COST
+$84.9K

Top Sells

1
+$398K
2
+$216K
3
+$101K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$84.1K
5
DIS icon
Walt Disney
DIS
+$42.8K

Sector Composition

1 Technology 22.61%
2 Consumer Discretionary 20.49%
3 Financials 15.04%
4 Communication Services 10.31%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 12.23%
114,718
+1,069
2
$11.8M 12.14%
71,350
-21
3
$7.6M 7.85%
73,126
+444
4
$6.91M 7.13%
23,974
-65
5
$5.54M 5.73%
94,729
-1,437
6
$5.19M 5.36%
68,129
-5,222
7
$5.15M 5.31%
22,836
-15
8
$4.98M 5.15%
16,146
+1
9
$4.19M 4.33%
11,529
+110
10
$3.9M 4.03%
13,231
+253
11
$3.75M 3.87%
22,988
+1,166
12
$3.56M 3.68%
17,181
+294
13
$2.82M 2.91%
5,957
+146
14
$2.06M 2.12%
5,341
-90
15
$1.81M 1.86%
12,335
+142
16
$1.73M 1.79%
22,443
+61
17
$1.55M 1.6%
3,114
+171
18
$1.17M 1.21%
42,210
+1,230
19
$1.12M 1.16%
2,431
+800
20
$1.11M 1.15%
6,825
+1,028
21
$1.07M 1.1%
10,676
-428
22
$884K 0.91%
13,840
23
$857K 0.88%
4,047
-479
24
$599K 0.62%
1,464
25
$552K 0.57%
5,634
+162
1
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