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
$314M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$12.7M
3
+$9.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.95M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.98M

Top Sells

1
+$20.6M
2
+$19.1M
3
+$10.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.52M
5
CVS icon
CVS Health
CVS
+$2.37M

Sector Composition

1 Industrials 16.69%
2 Technology 10.97%
3 Consumer Discretionary 7.67%
4 Consumer Staples 5.65%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 0.96%
19,835
+162
27
$2.96M 0.94%
6,434
-454
28
$2.91M 0.93%
40,016
-1,091
29
$2.84M 0.9%
26,031
-1,545
30
$2.81M 0.9%
47,258
-346,342
31
$2.8M 0.89%
10,304
+9,505
32
$2.74M 0.87%
10,309
-365
33
$2.72M 0.87%
+7,133
34
$2.68M 0.85%
18,141
-671
35
$2.65M 0.84%
+15,889
36
$2.56M 0.82%
+28,603
37
$2.55M 0.81%
40,090
-1,440
38
$2.53M 0.81%
12,749
-37
39
$2.37M 0.75%
31,573
-1,587
40
$2.33M 0.74%
15,543
-4,390
41
$2.27M 0.72%
+18,670
42
$2.25M 0.72%
+12,186
43
$2.23M 0.71%
10,354
-250
44
$2.21M 0.7%
+14,965
45
$2.18M 0.69%
17,962
-383
46
$2.14M 0.68%
28,303
+4
47
$2.1M 0.67%
71,550
+2,180
48
$2.09M 0.67%
33,455
+779
49
$2.05M 0.65%
+82,140
50
$2M 0.64%
38,030
-355
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