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
$322M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.43M
3
+$5.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M

Top Sells

1
+$9.29M
2
+$3M
3
+$2.26M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.24M
5
LAD icon
Lithia Motors
LAD
+$1.96M

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.9%
3 Financials 6.85%
4 Technology 5.55%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 1%
15,521
-2,038
27
$3.13M 0.97%
44,114
-2,878
28
$3.12M 0.97%
11,320
-810
29
$3.1M 0.96%
5,989
-425
30
$2.96M 0.92%
18,069
+107
31
$2.91M 0.9%
14,805
-1,471
32
$2.91M 0.9%
16,020
-863
33
$2.89M 0.9%
36,883
-2,450
34
$2.83M 0.88%
70,341
+43
35
$2.83M 0.88%
87,180
-280
36
$2.76M 0.86%
19,689
-1,030
37
$2.73M 0.85%
13,715
-970
38
$2.69M 0.83%
19,994
-1,220
39
$2.54M 0.79%
54,002
-3,634
40
$2.49M 0.77%
29,211
-2,341
41
$2.46M 0.76%
18,544
+8,586
42
$2.39M 0.74%
40,839
+163
43
$2.36M 0.73%
87,736
-21,623
44
$2.34M 0.73%
+41,255
45
$2.32M 0.72%
24,970
-2,751
46
$2.27M 0.7%
+37,201
47
$2.27M 0.7%
46,968
-3,390
48
$2.25M 0.7%
9,559
-467
49
$2.24M 0.69%
33,662
-1,994
50
$2.21M 0.68%
13,215
-473
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