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
$178M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.65M
3
+$1.32M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.06M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$409K

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 14.16%
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
251
$2K ﹤0.01%
+20
252
$2K ﹤0.01%
34
253
$1K ﹤0.01%
+55
254
$1K ﹤0.01%
+80
255
$1K ﹤0.01%
+42
256
$1K ﹤0.01%
+33
257
$1K ﹤0.01%
+24
258
$1K ﹤0.01%
+8
259
$1K ﹤0.01%
+18
260
$1K ﹤0.01%
+7
261
$1K ﹤0.01%
+31
262
$1K ﹤0.01%
+24
263
$1K ﹤0.01%
22
264
$1K ﹤0.01%
+17
265
$1K ﹤0.01%
+2
266
$1K ﹤0.01%
+47
267
$1K ﹤0.01%
+5
268
$1K ﹤0.01%
+14
269
$1K ﹤0.01%
+7
270
$1K ﹤0.01%
+6
271
$1K ﹤0.01%
+8
272
$1K ﹤0.01%
+40
273
$1K ﹤0.01%
+14
274
$1K ﹤0.01%
+18
275
$1K ﹤0.01%
+50
9 10
11
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