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
$298M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.22M
3
+$4.04M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.92M
5
PCAR icon
PACCAR
PCAR
+$2.84M

Top Sells

1
+$18.8M
2
+$8.48M
3
+$4.03M
4
AOS icon
A.O. Smith
AOS
+$2.91M
5
CVX icon
Chevron
CVX
+$2.88M

Sector Composition

1 Industrials 14.57%
2 Technology 11.39%
3 Consumer Discretionary 7.38%
4 Energy 6.83%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.91%
+19,670
27
$2.7M 0.91%
7,158
+25
28
$2.68M 0.9%
10,225
-79
29
$2.68M 0.9%
16,047
+158
30
$2.67M 0.9%
32,322
+20,892
31
$2.61M 0.88%
34,370
+22,101
32
$2.6M 0.87%
+21,676
33
$2.58M 0.87%
17,032
+1,287
34
$2.54M 0.85%
+152,479
35
$2.52M 0.85%
18,080
-61
36
$2.47M 0.83%
+6,656
37
$2.46M 0.83%
38,680
-1,410
38
$2.45M 0.82%
11,630
-556
39
$2.43M 0.82%
9,674
-635
40
$2.42M 0.81%
+19,054
41
$2.39M 0.8%
+9,353
42
$2.36M 0.79%
12,967
+218
43
$2.29M 0.77%
38,609
-8,649
44
$2.28M 0.77%
+59,860
45
$2.27M 0.76%
15,795
+830
46
$2.21M 0.74%
26,660
+3,700
47
$2.21M 0.74%
80,700
-1,440
48
$2.14M 0.72%
15,089
-454
49
$2.11M 0.71%
+26,142
50
$2.07M 0.7%
+50,427
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