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
$186M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.1M
3
+$1.87M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.86M
5
AMGN icon
Amgen
AMGN
+$1.57M

Top Sells

1
+$2.28M
2
+$2M
3
+$1.89M
4
HUM icon
Humana
HUM
+$1.65M
5
WDFC icon
WD-40
WDFC
+$1.42M

Sector Composition

1 Financials 11.42%
2 Technology 9.43%
3 Industrials 8.63%
4 Healthcare 8.07%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.39%
53,752
+1,001
27
$2.54M 1.37%
12,973
-1,110
28
$2.49M 1.34%
29,985
+589
29
$2.43M 1.31%
17,904
+60
30
$2.4M 1.29%
38,847
-2,964
31
$2.36M 1.27%
50,709
-3,698
32
$2.35M 1.27%
11,637
-580
33
$2.32M 1.25%
128,110
-2,140
34
$2.27M 1.22%
22,227
+516
35
$2.26M 1.22%
89,529
+2,567
36
$2.25M 1.21%
10,680
-603
37
$2.24M 1.21%
16,451
-1,090
38
$2.21M 1.19%
25,330
+904
39
$2.2M 1.19%
20,730
-302
40
$2.17M 1.17%
+21,033
41
$2.11M 1.14%
23,185
-1,185
42
$2.1M 1.13%
+25,183
43
$2.1M 1.13%
57,006
-1,398
44
$2.1M 1.13%
105,085
+3,983
45
$2.08M 1.12%
27,197
+1,388
46
$1.99M 1.07%
34,568
-1,047
47
$1.95M 1.05%
18,914
-606
48
$1.91M 1.03%
16,940
-346
49
$1.88M 1.01%
94,732
-3,206
50
$1.87M 1.01%
+57,711
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