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
$116M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$222K
3
+$93.7K
4
LMT icon
Lockheed Martin
LMT
+$66.6K
5
COST icon
Costco
COST
+$44.2K

Top Sells

1
+$1.05M
2
+$736K
3
+$122K
4
AAPL icon
Apple
AAPL
+$106K
5
DIS icon
Walt Disney
DIS
+$104K

Sector Composition

1 Technology 24.83%
2 Consumer Discretionary 23.38%
3 Financials 14.62%
4 Communication Services 11.47%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 15.11%
115,207
-244
2
$13.7M 11.83%
71,204
-553
3
$10.7M 9.23%
75,841
-430
4
$9.42M 8.14%
25,071
+116
5
$6.03M 5.21%
23,167
-7
6
$5.74M 4.96%
16,096
-161
7
$4.84M 4.18%
11,344
-165
8
$4.49M 3.87%
12,949
-16
9
$4.45M 3.85%
17,919
+377
10
$4.43M 3.82%
57,250
-9,517
11
$4.11M 3.55%
70,458
-17,957
12
$4.08M 3.52%
22,785
+91
13
$3.07M 2.65%
5,143
-93
14
$2.99M 2.58%
6,588
+147
15
$2.56M 2.21%
51,620
+4,580
16
$2.17M 1.88%
3,296
+67
17
$1.42M 1.23%
4,025
-48
18
$1.4M 1.21%
10,639
-924
19
$1.39M 1.2%
22,809
+176
20
$1.14M 0.98%
2,430
+2
21
$1.06M 0.92%
6,625
-199
22
$1.04M 0.9%
13,840
23
$762K 0.66%
1,604
-2
24
$660K 0.57%
1,611
25
$621K 0.54%
1,277
+12
1
2