MCM

Monument Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 28.28%
This Quarter Est. Return
1 Year Est. Return
+28.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.68M
3
+$1.33M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$410K

Top Sells

1
+$1.09M
2
+$57K
3
+$57K
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$56K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$56K

Sector Composition

1 Financials 14.31%
2 Industrials 14.15%
3 Technology 9.14%
4 Healthcare 8.03%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+38
227
$2K ﹤0.01%
+11
228
$2K ﹤0.01%
+232
229
$2K ﹤0.01%
+12
230
$2K ﹤0.01%
+39
231
$2K ﹤0.01%
+15
232
$2K ﹤0.01%
+57
233
$2K ﹤0.01%
+26
234
$2K ﹤0.01%
+30
235
$2K ﹤0.01%
+40
236
$2K ﹤0.01%
+161
237
$2K ﹤0.01%
+18
238
$2K ﹤0.01%
78
239
$2K ﹤0.01%
+15
240
$2K ﹤0.01%
+22
241
$2K ﹤0.01%
200
242
$2K ﹤0.01%
+10
243
$2K ﹤0.01%
+17
244
$2K ﹤0.01%
+25
245
$2K ﹤0.01%
+29
246
$2K ﹤0.01%
+27
247
$2K ﹤0.01%
+22
248
$2K ﹤0.01%
+42
249
$2K ﹤0.01%
+44
250
$2K ﹤0.01%
+26
8 9
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