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MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.24M
3
+$5.07M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$4.68M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.53M

Top Sells

1
+$6.96M
2
+$6.36M
3
+$5.58M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.95M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.9M

Sector Composition

1 Industrials 15.06%
2 Technology 14.4%
3 Healthcare 8.89%
4 Financials 8.83%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
226
eBay
EBAY
$48.8B
– –
-41,283
ECH icon
227
iShares MSCI Chile ETF
ECH
$1.05B
– –
-47,224
EWH icon
228
iShares MSCI Hong Kong ETF
EWH
$1.16B
– –
-164,968
EWW icon
229
iShares MSCI Mexico ETF
EWW
$2B
– –
-26,783
EZA icon
230
iShares MSCI South Africa ETF
EZA
$636M
– –
-30,701
FLOT icon
231
iShares Floating Rate Bond ETF
FLOT
$9.59B
– –
-93,040
FXO icon
232
First Trust Financials AlphaDEX Fund
FXO
$1.06B
– –
-92,440
GHC icon
233
Graham Holdings Company
GHC
$4.94B
– –
-184
HLI icon
234
Houlihan Lokey
HLI
$9.77B
– –
-16,337
ISRG icon
235
Intuitive Surgical
ISRG
$149B
– –
-369
IWP icon
236
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
– –
-50,810
MDT icon
237
Medtronic
MDT
$104B
– –
-2,526
MPT
238
Medical Properties Trust
MPT
$2.92B
– –
-33,300
NRG icon
239
NRG Energy
NRG
$28.2B
– –
-19,488
PEGA icon
240
Pegasystems
PEGA
$5.34B
– –
-56,370
RDN icon
241
Radian Group
RDN
$4.7B
– –
-81,751
SO icon
242
Southern Company
SO
$107B
– –
-4,019
SPOT icon
243
Spotify
SPOT
$96.5B
– –
-418
SYF icon
244
Synchrony
SYF
$25.2B
– –
-38,367
TQQQ icon
245
ProShares UltraPro QQQ
TQQQ
$39.1B
– –
-3,855
VICI icon
246
VICI Properties
VICI
$30.2B
– –
-8,739
VONG icon
247
Vanguard Russell 1000 Growth ETF
VONG
$44.5B
– –
-52,274
XLK icon
248
State Street Technology Select Sector SPDR ETF
XLK
$124B
– –
-34,386
XLU icon
249
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
– –
-114,825
XVV icon
250
iShares ESG Screened S&P 500 ETF
XVV
$647M
– –
-4,386
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