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
326
$0 ﹤0.01%
+17
327
$0 ﹤0.01%
+9
328
– –
-2,214
329
$0 ﹤0.01%
+3
330
$0 ﹤0.01%
+43
331
$0 ﹤0.01%
+7
332
$0 ﹤0.01%
+8
333
$0 ﹤0.01%
+3
334
$0 ﹤0.01%
16
335
$0 ﹤0.01%
+18
336
$0 ﹤0.01%
+32
337
$0 ﹤0.01%
+11
338
$0 ﹤0.01%
1
339
– –
-780
340
– –
-75,594
341
$0 ﹤0.01%
4
342
– –
-200
343
$0 ﹤0.01%
+29
344
$0 ﹤0.01%
+22
345
– –
-113
346
$0 ﹤0.01%
+5
347
$0 ﹤0.01%
+5
348
$0 ﹤0.01%
+5
349
$0 ﹤0.01%
+4
350
$0 ﹤0.01%
+24
11 12 13
14
15