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
$265M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$2.52M
3
+$2.19M
4
UGI icon
UGI
UGI
+$1.64M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.38M

Top Sells

1
+$15.3M
2
+$11.6M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.64M
5
PII icon
Polaris
PII
+$2.02M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 7.81%
3 Technology 6.31%
4 Financials 6.16%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.85%
12,583
-519
27
$2.24M 0.85%
27,959
-1,647
28
$2.19M 0.83%
+26,504
29
$2.15M 0.81%
8,769
-723
30
$2.08M 0.78%
110,454
-22,835
31
$2.03M 0.77%
14,394
-928
32
$1.99M 0.75%
38,587
-2,800
33
$1.97M 0.74%
16,585
-1,021
34
$1.97M 0.74%
12,860
+1,933
35
$1.97M 0.74%
48,507
-3,156
36
$1.96M 0.74%
35,789
-2,706
37
$1.96M 0.74%
82,790
-640
38
$1.96M 0.74%
59,025
-260
39
$1.91M 0.72%
15,721
-816
40
$1.91M 0.72%
35,279
-2,444
41
$1.9M 0.72%
17,187
-1,756
42
$1.89M 0.71%
23,733
-1,022
43
$1.87M 0.71%
54,043
-3,863
44
$1.83M 0.69%
16,927
-266
45
$1.8M 0.68%
23,196
-1,199
46
$1.79M 0.67%
18,358
-1,726
47
$1.76M 0.66%
26,585
-2,633
48
$1.72M 0.65%
62,333
-3,375
49
$1.71M 0.64%
32,533
-3,987
50
$1.69M 0.64%
10,128
-1,082
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