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
$139M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$192K
2
+$189K
3
+$186K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$184K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$183K

Top Sells

1
+$4.5M
2
+$2.42M
3
+$2.39M
4
LYB icon
LyondellBasell Industries
LYB
+$2.35M
5
OSK icon
Oshkosh
OSK
+$2.34M

Sector Composition

1 Technology 11.97%
2 Healthcare 9.64%
3 Financials 8.3%
4 Consumer Staples 7.27%
5 Utilities 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.53%
33,951
-669
27
$2.13M 1.53%
18,369
-9
28
$2.13M 1.53%
33,846
-180
29
$2.11M 1.52%
68,065
-607
30
$2.04M 1.47%
127,890
-930
31
$2.04M 1.46%
50,293
+1,654
32
$2.03M 1.46%
13,003
+92
33
$2.01M 1.45%
53,091
-990
34
$2M 1.44%
51,215
+637
35
$1.98M 1.42%
10,617
-63
36
$1.96M 1.41%
33,431
-1,548
37
$1.93M 1.39%
20,623
-67
38
$1.93M 1.39%
77,900
+5,740
39
$1.88M 1.35%
85,387
-392
40
$1.81M 1.3%
57,330
+2,229
41
$1.75M 1.26%
8,633
+341
42
$1.74M 1.25%
90,633
-351
43
$1.74M 1.25%
95,773
-741
44
$1.65M 1.19%
19,033
+2,147
45
$1.65M 1.18%
26,405
+3,086
46
$1.62M 1.17%
14,763
-573
47
$1.62M 1.16%
14,584
+1,705
48
$1.59M 1.15%
31,787
+3,653
49
$1.58M 1.14%
31,908
+3,695
50
$1.58M 1.14%
30,271
+3,418
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