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
$311M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.1M
3
+$3.21M
4
WSM icon
Williams-Sonoma
WSM
+$3.15M
5
HRB icon
H&R Block
HRB
+$2.3M

Top Sells

1
+$9.04M
2
+$8.73M
3
+$5.79M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$5.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.04M

Sector Composition

1 Industrials 14.14%
2 Technology 12.55%
3 Consumer Discretionary 10.96%
4 Financials 6.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.96%
6,974
-184
27
$2.96M 0.95%
8,992
-177
28
$2.88M 0.93%
149,245
-3,234
29
$2.8M 0.9%
12,885
-82
30
$2.79M 0.9%
20,991
-685
31
$2.79M 0.9%
18,374
-6
32
$2.77M 0.89%
9,919
-306
33
$2.65M 0.85%
20,770
+1,716
34
$2.61M 0.84%
9,030
-323
35
$2.6M 0.84%
733
+121
36
$2.59M 0.83%
22,349
-542
37
$2.59M 0.83%
12,027
+397
38
$2.58M 0.83%
4,497
+151
39
$2.55M 0.82%
15,884
-163
40
$2.53M 0.82%
17,080
+48
41
$2.4M 0.77%
15,575
-220
42
$2.39M 0.77%
11,762
+279
43
$2.38M 0.77%
72,945
+859
44
$2.36M 0.76%
82,990
+2,290
45
$2.33M 0.75%
14,752
-337
46
$2.3M 0.74%
+47,521
47
$2.27M 0.73%
+27,146
48
$2.25M 0.72%
38,611
-154,996
49
$2.23M 0.72%
15,994
+11,778
50
$2.16M 0.7%
+42,744
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