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
$268M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$628K
3 +$559K
4
WLL
Whiting Petroleum Corporation
WLL
+$144K
5
MDT icon
Medtronic
MDT
+$110K

Top Sells

1 +$952K
2 +$526K
3 +$392K
4
STLD icon
Steel Dynamics
STLD
+$296K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$261K

Sector Composition

1 Healthcare 22.72%
2 Industrials 14.8%
3 Consumer Staples 13.58%
4 Financials 13.01%
5 Technology 12.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,000