We are live on ! Find out more
MCM

McDonough Capital Management Portfolio holdings

AUM $183M
1-Year Est. Return 25.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$2.4M
3
+$779K
4
AVGO icon
Broadcom
AVGO
+$389K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$301K

Top Sells

1
+$10.3M
2
+$245K
3
+$211K
4
ADBE icon
Adobe
ADBE
+$173K
5
DIS icon
Walt Disney
DIS
+$112K

Sector Composition

1 Technology 32.37%
2 Consumer Discretionary 21.66%
3 Financials 13.55%
4 Communication Services 13.27%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 13.96%
126,384
-419
2
$20.5M 10.31%
84,145
+191
3
$20.1M 10.11%
365,675
+33,911
4
$19.4M 9.76%
104,023
+92
5
$15.3M 7.68%
29,482
+291
6
$9.21M 4.63%
18,316
+93
7
$8.78M 4.42%
25,716
+17
8
$8.27M 4.16%
18,603
-264
9
$7.39M 3.72%
12,984
+7
10
$6.51M 3.27%
29,457
-227
11
$6.43M 3.24%
15,869
-109
12
$5.13M 2.58%
5,546
+63
13
$4.16M 2.09%
12,617
+1,269
14
$3.98M 2%
21,822
+1,168
15
$3.77M 1.89%
5,127
+314
16
$3.75M 1.89%
7,506
-45
17
$3.42M 1.72%
5,615
+1,374
18
$2.6M 1.31%
32,580
+30,162
19
$2.16M 1.09%
36,687
+3,541
20
$1.67M 0.84%
13,840
21
$1.61M 0.81%
21,354
-54
22
$1.56M 0.78%
4,941
+111
23
$1.54M 0.78%
12,880
+160
24
$1.12M 0.56%
1,675
25
$1.06M 0.54%
1,772
1
2 3