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
$184M
AUM Growth
-$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.08M
3
+$1.04M
4
IRM icon
Iron Mountain
IRM
+$940K
5
MSFT icon
Microsoft
MSFT
+$346K

Top Sells

1
+$1.55M
2
+$1.29M
3
+$1.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$927K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$862K

Sector Composition

1 Financials 11.44%
2 Technology 10%
3 Industrials 8.5%
4 Healthcare 7.6%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.38%
12,804
-169
27
$2.49M 1.35%
11,261
-376
28
$2.46M 1.33%
10,583
-97
29
$2.45M 1.33%
29,462
-523
30
$2.44M 1.33%
20,389
-644
31
$2.43M 1.32%
84,980
-4,549
32
$2.38M 1.29%
49,798
-911
33
$2.35M 1.27%
20,886
+156
34
$2.34M 1.27%
16,021
-430
35
$2.33M 1.26%
47,469
-7,911
36
$2.31M 1.25%
18,293
-904
37
$2.3M 1.25%
128,480
+370
38
$2.3M 1.25%
99,117
-5,968
39
$2.26M 1.23%
66,352
+126
40
$2.25M 1.22%
57,006
41
$2.21M 1.2%
34,514
-54
42
$2.2M 1.19%
22,939
-246
43
$2.11M 1.15%
70,325
+59,278
44
$2.04M 1.11%
22,780
-2,550
45
$2M 1.08%
71,190
+1,535
46
$1.94M 1.05%
18,003
-911
47
$1.9M 1.03%
15,293
+190
48
$1.89M 1.03%
24,939
-244
49
$1.84M 1%
16,460
-480
50
$1.79M 0.97%
54,084
-3,627
1
2
3 4