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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
32,421
227
– –
-2,905
228
– –
-7,045
229
– –
-2,671
230
– –
-1,750
231
– –
-9,290
232
– –
-644
233
– –
-60,846
234
– –
-3,642
235
– –
-2,302
236
– –
-86,901
237
– –
-80,508
238
– –
-23,999
239
– –
-6,926
240
– –
-1,241
241
– –
-20,294
242
– –
-3,483
243
– –
-451
244
– –
-1,041
245
– –
-1,331
246
– –
-40,447
247
– –
-3,587
248
– –
-1,973
249
– –
-2,422
250
– –
-40,484
7 8 9
10
11