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
$144M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.26M
3
+$2.98M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.21M
5
PRU icon
Prudential Financial
PRU
+$1.72M

Top Sells

1
+$3.88M
2
+$3.74M
3
+$3.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.55M

Sector Composition

1 Financials 15.78%
2 Industrials 13.98%
3 Technology 8.06%
4 Healthcare 7.77%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.38%
12,891
-1,205
27
$1.98M 1.37%
23,103
-2,081
28
$1.97M 1.37%
10,103
-1,099
29
$1.97M 1.37%
42,563
-1,042
30
$1.96M 1.36%
44,638
-1,260
31
$1.94M 1.34%
12,365
-244
32
$1.93M 1.34%
121,620
-236,140
33
$1.9M 1.32%
25,393
-499
34
$1.88M 1.3%
6,346
-646
35
$1.85M 1.28%
19,208
-36,884
36
$1.84M 1.28%
27,313
-2,619
37
$1.83M 1.27%
51,166
-4,076
38
$1.82M 1.27%
17,001
-894
39
$1.82M 1.26%
68,400
-111,062
40
$1.81M 1.25%
17,168
-157
41
$1.8M 1.25%
12,821
-1,226
42
$1.79M 1.24%
21,973
-1,730
43
$1.79M 1.24%
10,867
-1,002
44
$1.75M 1.22%
7,730
-395
45
$1.75M 1.21%
9,385
-880
46
$1.75M 1.21%
72,023
-253
47
$1.72M 1.19%
+18,417
48
$1.72M 1.19%
20,750
+18,465
49
$1.58M 1.09%
+77,599
50
$1.57M 1.09%
12,874
-880
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