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
$176M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$455K
3
+$395K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$390K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$225K

Top Sells

1
+$1.09M
2
+$358K
3
+$324K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$292K

Sector Composition

1 Healthcare 11.19%
2 Financials 11.03%
3 Technology 9.15%
4 Industrials 6.45%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.41%
95,880
+109
27
$2.45M 1.4%
19,804
-229
28
$2.43M 1.38%
17,541
-1,002
29
$2.41M 1.37%
12,217
-451
30
$2.37M 1.35%
29,396
-208
31
$2.34M 1.33%
49,857
-1,392
32
$2.28M 1.3%
9,235
-674
33
$2.24M 1.28%
17,286
-807
34
$2.22M 1.26%
130,250
-2,120
35
$2.18M 1.24%
54,407
-2,404
36
$2.17M 1.23%
23,677
+1,364
37
$2.17M 1.23%
11,283
-896
38
$2.12M 1.21%
97,938
-2,127
39
$2.1M 1.2%
17,844
-40
40
$2.1M 1.19%
21,032
-330
41
$2.08M 1.19%
25,809
+303
42
$2.06M 1.17%
86,962
-6,226
43
$2.05M 1.17%
24,426
+154
44
$2M 1.14%
6,975
-206
45
$2M 1.14%
24,370
-897
46
$2M 1.14%
21,711
+39
47
$1.98M 1.13%
35,615
-246
48
$1.9M 1.08%
58,404
-1,794
49
$1.89M 1.08%
20,632
+345
50
$1.88M 1.07%
19,520
-639
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