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
$280M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$465K
2 +$417K
3 +$415K
4
CHKP icon
Check Point Software Technologies
CHKP
+$248K
5
KR icon
Kroger
KR
+$219K

Top Sells

1 +$646K
2 +$417K
3 +$275K
4
CDK
CDK Global, Inc.
CDK
+$223K
5
CINF icon
Cincinnati Financial
CINF
+$168K

Sector Composition

1 Healthcare 23.76%
2 Technology 15.93%
3 Consumer Staples 13.67%
4 Industrials 13.06%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,520