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
26
$2.4M 1.35%
56,491
+4,894
27
$2.4M 1.35%
27,641
+2,248
28
$2.38M 1.34%
11,499
+1,111
29
$2.33M 1.31%
50,472
+5,834
30
$2.33M 1.31%
11,239
+1,136
31
$2.32M 1.3%
13,849
+1,484
32
$2.31M 1.3%
22,554
+1,755
33
$2.31M 1.3%
21,296
+2,088
34
$2.27M 1.27%
134,830
+13,210
35
$2.26M 1.27%
14,395
+1,574
36
$2.2M 1.24%
28,894
+3,218
37
$2.18M 1.23%
19,211
+2,043
38
$2.17M 1.22%
85,688
+13,665
39
$2.16M 1.21%
10,553
+1,168
40
$2.15M 1.21%
14,439
+1,548
41
$2.14M 1.2%
12,139
+1,272
42
$2.12M 1.19%
24,450
+2,477
43
$2.11M 1.19%
19,042
+2,041
44
$2.1M 1.18%
48,231
+5,668
45
$2.1M 1.18%
76,243
+7,843
46
$2.09M 1.18%
8,686
+956
47
$2.06M 1.16%
20,351
+1,934
48
$2.04M 1.15%
17,884
+17,800
49
$2.04M 1.15%
23,989
+3,239
50
$1.92M 1.08%
14,773
+1,899
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