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
$247M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$993K
3 +$604K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$368K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$325K

Top Sells

1 +$1.28M
2 +$1.01M
3 +$878K
4
MSFT icon
Microsoft
MSFT
+$398K
5
MCD icon
McDonald's
MCD
+$395K

Sector Composition

1 Healthcare 25.79%
2 Technology 15.01%
3 Consumer Staples 13.47%
4 Industrials 12.58%
5 Financials 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,980