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
$267M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.07M
3
+$7.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$43.8M
2
+$2.52M
3
+$1.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K
5
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$816K

Sector Composition

1 Industrials 13.18%
2 Consumer Discretionary 9.02%
3 Technology 6.73%
4 Consumer Staples 6.63%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.99%
45,950
+3,635
27
$2.57M 0.96%
14,088
+1,505
28
$2.39M 0.9%
16,088
+1,694
29
$2.33M 0.87%
33,108
+5,149
30
$2.27M 0.85%
17,937
+62
31
$2.25M 0.84%
21,927
+9,545
32
$2.23M 0.84%
9,310
+541
33
$2.22M 0.83%
27,591
+4,395
34
$2.15M 0.81%
18,479
+2,758
35
$2.08M 0.78%
28,451
+4,718
36
$2.03M 0.76%
61,227
+7,184
37
$1.98M 0.74%
27,917
+1,332
38
$1.97M 0.74%
40,218
+4,939
39
$1.95M 0.73%
40,151
+4,362
40
$1.89M 0.71%
20,407
+3,480
41
$1.87M 0.7%
16,707
-480
42
$1.86M 0.7%
17,758
+2,927
43
$1.76M 0.66%
57,335
-1,690
44
$1.76M 0.66%
13,131
+271
45
$1.75M 0.66%
77,530
-5,260
46
$1.72M 0.64%
39,141
+554
47
$1.71M 0.64%
10,379
+251
48
$1.68M 0.63%
18,778
+2,193
49
$1.67M 0.63%
32,582
+49
50
$1.67M 0.63%
28,291
+687
1
2
3 4 5