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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$7.24M
3
+$5.31M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$5.12M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.3%
2 Financials 13.28%
3 Technology 11.22%
4 Healthcare 7.26%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.44%
+23,904
27
$2.01M 1.42%
+6,816
28
$2.01M 1.42%
+10,606
29
$2M 1.41%
+22,081
30
$1.99M 1.41%
+9,795
31
$1.99M 1.4%
+29,159
32
$1.98M 1.4%
+29,092
33
$1.96M 1.38%
+10,343
34
$1.94M 1.37%
+51,878
35
$1.92M 1.35%
+16,848
36
$1.86M 1.31%
+40,611
37
$1.84M 1.3%
+45,888
38
$1.83M 1.29%
+27,262
39
$1.82M 1.28%
+15,071
40
$1.79M 1.27%
+13,100
41
$1.79M 1.26%
+61,032
42
$1.72M 1.22%
+11,757
43
$1.71M 1.21%
+35,646
44
$1.71M 1.21%
+12,642
45
$1.71M 1.21%
+12,734
46
$1.7M 1.2%
+21,474
47
$1.66M 1.17%
+30,933
48
$1.66M 1.17%
+27,965
49
$1.64M 1.15%
+11,195
50
$1.62M 1.14%
+21,759
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