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
$170M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$2.96M
3
+$2.83M
4
EA icon
Electronic Arts
EA
+$2.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M

Top Sells

1
+$8.64M
2
+$2.04M
3
+$1.96M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.81M
5
DAR icon
Darling Ingredients
DAR
+$1.74M

Sector Composition

1 Technology 11.63%
2 Healthcare 8.35%
3 Financials 6.05%
4 Industrials 6.02%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 1.38%
18,534
+165
27
$2.33M 1.37%
23,822
-1,942
28
$2.32M 1.36%
20,851
+228
29
$2.31M 1.36%
51,688
-485
30
$2.29M 1.35%
44,220
-1,848
31
$2.28M 1.34%
+17,241
32
$2.21M 1.3%
32,046
-1,905
33
$2.2M 1.29%
55,161
-2,169
34
$2.18M 1.28%
109,510
-18,380
35
$2.14M 1.26%
+54,018
36
$2.09M 1.23%
52,365
-726
37
$2.06M 1.21%
52,898
+1,683
38
$2.05M 1.21%
28,540
+123
39
$2.02M 1.19%
64,984
-3,081
40
$2.01M 1.18%
8,541
-92
41
$1.98M 1.17%
86,748
+1,361
42
$1.98M 1.16%
+6,414
43
$1.94M 1.14%
71,545
-6,355
44
$1.92M 1.13%
35,129
+4,858
45
$1.91M 1.12%
22,068
+3,035
46
$1.91M 1.12%
+16,137
47
$1.9M 1.12%
30,550
+4,145
48
$1.89M 1.11%
37,255
+5,347
49
$1.89M 1.11%
+81,524
50
$1.86M 1.09%
+5,031
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