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
$399M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.24M
3
+$5.07M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$4.68M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.53M

Top Sells

1
+$6.96M
2
+$6.36M
3
+$5.58M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.95M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.9M

Sector Composition

1 Industrials 15.06%
2 Technology 14.4%
3 Healthcare 8.89%
4 Financials 8.83%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBB icon
26
iShares MBS ETF
MBB
$38.5B
$4.54M 1.14%
47,809
-2,411
APH icon
27
Amphenol
APH
$175B
$4.53M 1.13%
35,840
-693
EWP icon
28
iShares MSCI Spain ETF
EWP
$1.88B
$4.47M 1.12%
82,362
-1,095
TLT icon
29
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
$4.47M 1.12%
+51,521
EWO icon
30
iShares MSCI Austria ETF
EWO
$131M
$4.34M 1.09%
122,287
-1,532
EIS icon
31
iShares MSCI Israel ETF
EIS
$985M
$4.19M 1.05%
36,071
-391
JNJ icon
32
Johnson & Johnson
JNJ
$547B
$4.18M 1.05%
17,109
+1,389
VEA icon
33
Vanguard FTSE Developed Markets ETF
VEA
$220B
$4.12M 1.03%
64,298
-1,289
CAH icon
34
Cardinal Health
CAH
$45.9B
$4.11M 1.03%
19,428
-234
TPR icon
35
Tapestry
TPR
$28.9B
$4.01M 1%
28,392
-567
EWI icon
36
iShares MSCI Italy ETF
EWI
$662M
$3.99M 1%
74,742
-177
GILD icon
37
Gilead Sciences
GILD
$163B
$3.89M 0.98%
27,946
+14,152
AMAT icon
38
Applied Materials
AMAT
$309B
$3.88M 0.97%
11,341
-72
EWC icon
39
iShares MSCI Canada ETF
EWC
$5.23B
$3.85M 0.96%
+70,274
MTZ icon
40
MasTec
MTZ
$32.9B
$3.65M 0.92%
+11,352
JBL icon
41
Jabil
JBL
$36.1B
$3.64M 0.91%
13,690
+12
MTG icon
42
MGIC Investment
MTG
$5.64B
$3.6M 0.9%
137,258
-1,461
EXEL icon
43
Exelixis
EXEL
$11.1B
$3.55M 0.89%
82,857
-770
LRCX icon
44
Lam Research
LRCX
$321B
$3.54M 0.89%
16,549
+146
DELL icon
45
Dell
DELL
$137B
$3.45M 0.86%
20,996
+18,403
NVDA icon
46
NVIDIA
NVDA
$4.82T
$3.43M 0.86%
19,656
+453
JPM icon
47
JPMorgan Chase
JPM
$837B
$3.39M 0.85%
11,520
-931
TT icon
48
Trane Technologies
TT
$108B
$3.32M 0.83%
7,973
+40
HIG icon
49
Hartford Financial Services
HIG
$37.2B
$3.21M 0.8%
23,736
-311
PGR icon
50
Progressive
PGR
$116B
$3.2M 0.8%
16,154
+2,044
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