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
301
$1K ﹤0.01%
+54
302
$1K ﹤0.01%
+42
303
$1K ﹤0.01%
+3
304
$1K ﹤0.01%
+40
305
$1K ﹤0.01%
+28
306
$1K ﹤0.01%
+12
307
$1K ﹤0.01%
+42
308
$1K ﹤0.01%
+7
309
$1K ﹤0.01%
+13
310
$1K ﹤0.01%
+7
311
$1K ﹤0.01%
+30
312
$1K ﹤0.01%
16
+15
313
$1K ﹤0.01%
+38
314
$1K ﹤0.01%
+24
315
$1K ﹤0.01%
+16
316
$1K ﹤0.01%
+277
317
$1K ﹤0.01%
+31
318
$1K ﹤0.01%
+10
319
– –
-2,220
320
– –
-2,225
321
– –
-2,222
322
– –
-1
323
$0 ﹤0.01%
+32
324
– –
-2,223
325
$0 ﹤0.01%
+33
11 12
13
14 15