MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.95M
3
+$4.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.94M
5
AMAT icon
Applied Materials
AMAT
+$2.93M

Top Sells

1
+$4.81M
2
+$4.66M
3
+$4.2M
4
BKNG icon
Booking.com
BKNG
+$3.94M
5
UBER icon
Uber
UBER
+$3.41M

Sector Composition

1 Technology 14.66%
2 Industrials 11.3%
3 Financials 11.15%
4 Consumer Discretionary 8.79%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
226
Uber
UBER
$170B
– –
-34,837
ADT icon
227
ADT
ADT
$6.62B
– –
-12,807
AIT icon
228
Applied Industrial Technologies
AIT
$9.56B
– –
-817
BMI icon
229
Badger Meter
BMI
$4.31B
– –
-1,135
CCI icon
230
Crown Castle
CCI
$37B
– –
-2,177
CG icon
231
Carlyle Group
CG
$21.8B
– –
-3,974
CUBE icon
232
CubeSmart
CUBE
$8.45B
– –
-5,040
DLR icon
233
Digital Realty Trust
DLR
$56.1B
– –
-1,519
DRI icon
234
Darden Restaurants
DRI
$22.6B
– –
-13,477
EPOL icon
235
iShares MSCI Poland ETF
EPOL
$570M
– –
-51,539
EPR icon
236
EPR Properties
EPR
$3.94B
– –
-4,818
FAST icon
237
Fastenal
FAST
$49.7B
– –
-4,213
HALO icon
238
Halozyme
HALO
$8.56B
– –
-27,468
K
239
DELISTED
Kellanova
K
– –
-2,669
LOPE icon
240
Grand Canyon Education
LOPE
$4.89B
– –
-19,133
MCHI icon
241
iShares MSCI China ETF
MCHI
$8.23B
– –
-26,404
MDLZ icon
242
Mondelez International
MDLZ
$74.5B
– –
-3,847
MET icon
243
MetLife
MET
$50.2B
– –
-3,220
MSI icon
244
Motorola Solutions
MSI
$67.5B
– –
-480
NEU icon
245
NewMarket
NEU
$6.12B
– –
-3,077
SBRA icon
246
Sabra Healthcare REIT
SBRA
$4.6B
– –
-13,355
SYK icon
247
Stryker
SYK
$135B
– –
-609
TMUS icon
248
T-Mobile US
TMUS
$208B
– –
-855
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