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
$292M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.08M
3
+$4.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M
5
XOM icon
Exxon Mobil
XOM
+$2.47M

Top Sells

1
+$16.2M
2
+$7.01M
3
+$5.83M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.74M
5
PWR icon
Quanta Services
PWR
+$3.47M

Sector Composition

1 Industrials 11.85%
2 Consumer Staples 7.71%
3 Consumer Discretionary 7.59%
4 Technology 5.94%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.03%
32,386
+136
27
$2.83M 0.97%
29,437
+986
28
$2.79M 0.95%
+58,775
29
$2.73M 0.94%
27,990
+73
30
$2.73M 0.93%
18,012
+75
31
$2.71M 0.93%
16,765
+3,634
32
$2.66M 0.91%
28,655
+1,064
33
$2.59M 0.89%
19,118
+639
34
$2.55M 0.87%
32,426
-682
35
$2.47M 0.84%
14,068
-20
36
$2.39M 0.82%
16,026
-62
37
$2.38M 0.81%
41,612
+1,461
38
$2.38M 0.81%
40,812
+594
39
$2.34M 0.8%
23,510
+14,130
40
$2.34M 0.8%
9,487
+177
41
$2.31M 0.79%
45,753
+6,612
42
$2.17M 0.74%
16,761
+54
43
$2.15M 0.74%
+42,010
44
$2.12M 0.73%
57,246
+7,782
45
$2.1M 0.72%
19,213
+1,455
46
$2.07M 0.71%
20,204
+1,426
47
$2.03M 0.7%
63,099
+1,872
48
$1.99M 0.68%
33,616
+1,034
49
$1.94M 0.66%
29,944
+1,653
50
$1.93M 0.66%
18,549
+117
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