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
$216M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.55M
3
+$3.93M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.15M

Top Sells

1
+$3.83M
2
+$2.78M
3
+$2.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.63M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.44M

Sector Composition

1 Technology 9.05%
2 Consumer Staples 8.79%
3 Industrials 8.52%
4 Consumer Discretionary 8.17%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.24%
10,124
+217
27
$2.65M 1.23%
14,407
-5
28
$2.65M 1.22%
19,951
-83
29
$2.62M 1.21%
12,223
+448
30
$2.59M 1.2%
53,844
+648
31
$2.58M 1.19%
10,682
+594
32
$2.55M 1.18%
46,174
+4,083
33
$2.54M 1.17%
17,661
+621
34
$2.53M 1.17%
21,429
+1,884
35
$2.53M 1.17%
49,814
+4,512
36
$2.53M 1.17%
29,256
+2,578
37
$2.53M 1.17%
41,026
+3,888
38
$2.49M 1.15%
6,657
-10,232
39
$2.49M 1.15%
56,184
+1,533
40
$2.48M 1.15%
31,840
+858
41
$2.48M 1.14%
73,253
-1,108
42
$2.45M 1.13%
46,078
+892
43
$2.45M 1.13%
16,181
+978
44
$2.4M 1.11%
11,415
+200
45
$2.39M 1.11%
27,970
+613
46
$2.36M 1.09%
17,228
+1,305
47
$2.36M 1.09%
14,543
+592
48
$2.35M 1.09%
63,803
-1,605
49
$2.31M 1.07%
91,150
-2,130
50
$2.28M 1.05%
45,731
-109
1
2
3 4