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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$6.64M
3
+$6.51M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.76M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.54M

Top Sells

1
+$21.1M
2
+$12.6M
3
+$9.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,308
227
– –
-20,083
228
– –
-2,033
229
– –
-8,238
230
– –
-39,102
231
– –
-40,512
232
– –
-638
6 7 8 9
10