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
$109M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$201K
3
+$170K
4
NVDA icon
NVIDIA
NVDA
+$147K
5
MSFT icon
Microsoft
MSFT
+$111K

Top Sells

1
+$188K
2
+$142K
3
+$88.8K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$88.1K
5
MA icon
Mastercard
MA
+$72.7K

Sector Composition

1 Technology 24.32%
2 Consumer Discretionary 22.23%
3 Financials 14.43%
4 Communication Services 10.61%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 13.82%
115,335
+617
2
$13.7M 12.59%
70,617
-733
3
$9.05M 8.32%
74,789
+1,663
4
$8.27M 7.61%
24,299
+325
5
$5.5M 5.05%
16,121
-25
6
$5.47M 5.03%
23,064
+228
7
$5.4M 4.96%
93,482
-1,247
8
$5.07M 4.66%
66,964
-1,165
9
$4.56M 4.19%
17,417
+236
10
$4.46M 4.1%
11,344
-185
11
$4.02M 3.7%
12,945
-286
12
$3.96M 3.64%
22,857
-131
13
$2.91M 2.68%
6,326
+369
14
$2.55M 2.35%
5,226
-115
15
$1.93M 1.78%
45,700
+3,490
16
$1.74M 1.6%
12,201
-134
17
$1.74M 1.6%
3,228
+114
18
$1.68M 1.55%
22,678
+235
19
$1.17M 1.07%
4,073
+26
20
$1.07M 0.98%
2,351
-80
21
$1.02M 0.94%
6,856
+31
22
$975K 0.9%
13,840
23
$765K 0.7%
8,570
-2,106
24
$642K 0.59%
1,448
-16
25
$595K 0.55%
1,611
+6
1
2