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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.53M
3
+$2.46M
4
PWR icon
Quanta Services
PWR
+$2.38M
5
DG icon
Dollar General
DG
+$2.35M

Top Sells

1
+$2.54M
2
+$2.48M
3
+$2.42M
4
FI icon
Fiserv
FI
+$2.33M
5
SO icon
Southern Company
SO
+$2.29M

Sector Composition

1 Consumer Discretionary 9.84%
2 Consumer Staples 9.81%
3 Technology 9.43%
4 Industrials 8.55%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.28%
30,511
-2,634
27
$2.39M 1.26%
16,172
-1,557
28
$2.38M 1.25%
+44,980
29
$2.37M 1.25%
45,840
-555
30
$2.35M 1.24%
+11,215
31
$2.32M 1.22%
20,034
+2,922
32
$2.31M 1.22%
42,091
+6,962
33
$2.31M 1.22%
26,678
+4,610
34
$2.31M 1.22%
19,545
+3,408
35
$2.31M 1.22%
74,361
-14,311
36
$2.31M 1.22%
37,138
+6,588
37
$2.3M 1.21%
45,302
+8,047
38
$2.29M 1.21%
54,401
+1,503
39
$2.28M 1.2%
65,408
+424
40
$2.27M 1.2%
15,364
-326
41
$2.27M 1.2%
13,951
-603
42
$2.25M 1.19%
5,290
+259
43
$2.24M 1.18%
8,805
+264
44
$2.23M 1.18%
54,651
-510
45
$2.22M 1.17%
17,040
-201
46
$2.2M 1.16%
+47,599
47
$2.19M 1.15%
10,088
+1,588
48
$2.18M 1.15%
15,700
+901
49
$2.11M 1.11%
+27,357
50
$2.03M 1.07%
+45,186
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