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
$249M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$6.45M
3
+$6.17M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Top Sells

1
+$4.21M
2
+$2.91M
3
+$2.67M
4
V icon
Visa
V
+$2.58M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.53M

Sector Composition

1 Industrials 14.75%
2 Consumer Discretionary 8.46%
3 Consumer Staples 6.63%
4 Technology 5.84%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.09%
22,191
+2,240
27
$2.71M 1.08%
12,920
-1,487
28
$2.68M 1.07%
+39,851
29
$2.66M 1.07%
15,487
-694
30
$2.61M 1.05%
17,217
-11
31
$2.56M 1.03%
50,249
-5,012
32
$2.56M 1.03%
8,522
-1,021
33
$2.56M 1.03%
+42,117
34
$2.54M 1.02%
22,252
+184
35
$2.52M 1.01%
+23,356
36
$2.5M 1%
50,817
-5,367
37
$2.47M 0.99%
72,862
-391
38
$2.45M 0.98%
+12,280
39
$2.42M 0.97%
89,770
-1,380
40
$2.38M 0.95%
31,608
+78
41
$2.37M 0.95%
9,760
-922
42
$2.37M 0.95%
+14,693
43
$2.36M 0.95%
16,977
+503
44
$2.35M 0.94%
+5,848
45
$2.33M 0.93%
44,672
-649
46
$2.32M 0.93%
+41,861
47
$2.3M 0.92%
50,408
+12,312
48
$2.27M 0.91%
49,518
-27,770
49
$2.25M 0.9%
+24,900
50
$2.24M 0.9%
49,569
-4,275
1
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