MCM

Monarch Capital Management Portfolio holdings

AUM $407M
1-Year Est. Return 15.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$988K
3 +$838K
4
VT icon
Vanguard Total World Stock ETF
VT
+$200K
5
WFC icon
Wells Fargo
WFC
+$182K

Top Sells

1 +$5.06M
2 +$2.26M
3 +$596K
4
RTX icon
RTX Corp
RTX
+$470K
5
IBM icon
IBM
IBM
+$452K

Sector Composition

1 Healthcare 23.82%
2 Industrials 14.8%
3 Consumer Staples 14.61%
4 Technology 12.41%
5 Financials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,250
102
-186,091