MCM

McDonough Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 31.85%
This Quarter Est. Return
1 Year Est. Return
+31.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$387K
3
+$333K
4
AMZN icon
Amazon
AMZN
+$275K
5
WM icon
Waste Management
WM
+$264K

Top Sells

1
+$327K
2
+$193K
3
+$146K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$139K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$120K

Sector Composition

1 Technology 27.11%
2 Consumer Discretionary 22.7%
3 Financials 17.07%
4 Communication Services 10.98%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 15.56%
125,194
+1,443
2
$17M 11.13%
76,710
+909
3
$12.7M 8.29%
81,225
+1,573
4
$10.6M 6.93%
28,270
+434
5
$10.4M 6.81%
96,193
+9,457
6
$9.39M 6.13%
17,630
+138
7
$8.78M 5.74%
25,064
+146
8
$6.89M 4.5%
12,564
+108
9
$6.42M 4.19%
27,711
+1,142
10
$5.61M 3.66%
15,308
+332
11
$4.57M 2.99%
4,837
+352
12
$4.45M 2.9%
17,161
-127
13
$3.37M 2.2%
7,554
-133
14
$2.97M 1.94%
37,584
-1,758
15
$2.53M 1.65%
4,389
+156
16
$2.24M 1.46%
38,179
-5,575
17
$1.9M 1.24%
3,715
+222
18
$1.54M 1.01%
9,203
+1,428
19
$1.51M 0.99%
21,303
-36
20
$1.28M 0.84%
13,840
21
$1.19M 0.78%
12,810
-100
22
$1.14M 0.75%
7,682
-1,301
23
$1.07M 0.7%
4,354
+271
24
$937K 0.61%
1,675
+9
25
$869K 0.57%
10,297
+4,588
1
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