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
$294M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.23M
3
+$4.28M
4
PII icon
Polaris
PII
+$2.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$9.33M
2
+$2.63M
3
+$889K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$799K
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$593K

Sector Composition

1 Industrials 13.85%
2 Consumer Discretionary 12.41%
3 Financials 7.53%
4 Technology 4.99%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.91%
70,298
-1,277
27
$2.63M 0.89%
16,883
-669
28
$2.61M 0.89%
27,721
+80
29
$2.57M 0.87%
+21,499
30
$2.53M 0.86%
41,410
-1,279
31
$2.53M 0.86%
21,214
-953
32
$2.52M 0.86%
6,414
-140
33
$2.52M 0.86%
87,460
-850
34
$2.51M 0.85%
20,719
-283
35
$2.51M 0.85%
17,962
+88
36
$2.48M 0.84%
12,130
-402
37
$2.48M 0.84%
35,656
-970
38
$2.46M 0.84%
14,685
-267
39
$2.42M 0.82%
44,282
-8,510
40
$2.41M 0.82%
39,333
-1,225
41
$2.39M 0.81%
53,382
-632
42
$2.39M 0.81%
16,307
-96
43
$2.39M 0.81%
40,676
-871
44
$2.38M 0.81%
31,552
-13
45
$2.34M 0.8%
50,358
+264
46
$2.31M 0.79%
20,243
+26
47
$2.28M 0.78%
20,894
-85,436
48
$2.27M 0.77%
12,967
-203
49
$2.26M 0.77%
45,716
+223
50
$2.25M 0.76%
13,688
-213
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