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
$299M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.1M
3
+$4.68M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.69M
5
GD icon
General Dynamics
GD
+$2.42M

Top Sells

1
+$9.41M
2
+$9.23M
3
+$7.11M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.36M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.79M

Sector Composition

1 Industrials 14.8%
2 Technology 7.18%
3 Consumer Discretionary 7.16%
4 Consumer Staples 7.02%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 0.98%
19,673
+1,661
27
$2.88M 0.96%
19,933
-2,081
28
$2.86M 0.96%
18,812
-306
29
$2.84M 0.95%
41,107
-505
30
$2.81M 0.94%
17,635
+870
31
$2.69M 0.9%
+75,704
32
$2.64M 0.88%
29,758
-186
33
$2.62M 0.88%
47,755
+2,002
34
$2.58M 0.86%
29,892
-109,109
35
$2.42M 0.81%
+10,604
36
$2.41M 0.81%
41,385
-610
37
$2.39M 0.8%
17,733
+15,850
38
$2.37M 0.79%
31,835
-551
39
$2.3M 0.77%
39,929
-883
40
$2.25M 0.75%
28,299
-356
41
$2.22M 0.74%
41,530
-480
42
$2.22M 0.74%
10,674
+44
43
$2.16M 0.72%
+12,786
44
$2.14M 0.71%
+32,676
45
$2.05M 0.69%
+74,706
46
$2.03M 0.68%
63,533
+434
47
$2.02M 0.68%
18,345
-204
48
$1.99M 0.67%
57,213
-33
49
$1.95M 0.65%
37,236
+15,892
50
$1.91M 0.64%
69,370
-4,090
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