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
MDT icon
226
Medtronic
MDT
$103B
– –
-2,526
MPT
227
Medical Properties Trust
MPT
$3.1B
– –
-33,300
NRG icon
228
NRG Energy
NRG
$32.6B
– –
-19,488
PEGA icon
229
Pegasystems
PEGA
$6.05B
– –
-56,370
ABT icon
230
Abbott
ABT
$155B
– –
-2,774
ADP icon
231
Automatic Data Processing
ADP
$86.3B
– –
-834
ALL icon
232
Allstate
ALL
$55.9B
– –
-14,040
AWI icon
233
Armstrong World Industries
AWI
$7.19B
– –
-17,459
BLD icon
234
TopBuild
BLD
$12.3B
– –
-7,512
BSX icon
235
Boston Scientific
BSX
$84B
– –
-3,320
CTRE icon
236
CareTrust REIT
CTRE
$8.75B
– –
-5,561
EBAY icon
237
eBay
EBAY
$46.6B
– –
-41,283
ECH icon
238
iShares MSCI Chile ETF
ECH
$1.04B
– –
-47,224
EWH icon
239
iShares MSCI Hong Kong ETF
EWH
$935M
– –
-164,968
EWW icon
240
iShares MSCI Mexico ETF
EWW
$2.2B
– –
-26,783
RDN icon
241
Radian Group
RDN
$4.78B
– –
-81,751
SO icon
242
Southern Company
SO
$109B
– –
-4,019
SPOT icon
243
Spotify
SPOT
$90.9B
– –
-418
SYF icon
244
Synchrony
SYF
$25.5B
– –
-38,367
TQQQ icon
245
ProShares UltraPro QQQ
TQQQ
$33.4B
– –
-3,855
VICI icon
246
VICI Properties
VICI
$30.6B
– –
-8,739
VONG icon
247
Vanguard Russell 1000 Growth ETF
VONG
$42.1B
– –
-52,274
XLK icon
248
State Street Technology Select Sector SPDR ETF
XLK
$106B
– –
-34,386
XLU icon
249
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
– –
-114,825
XVV icon
250
iShares ESG Screened S&P 500 ETF
XVV
$639M
– –
-4,386
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