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
$347M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.69M
3
+$5.97M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.79M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.65M

Top Sells

1
+$16.1M
2
+$13.7M
3
+$8.42M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.27M
5
SMCI icon
Super Micro Computer
SMCI
+$3.63M

Sector Composition

1 Industrials 15.18%
2 Consumer Discretionary 12.55%
3 Technology 12.52%
4 Financials 7.76%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 1.03%
22,112
-993
27
$3.55M 1.02%
17,607
+527
28
$3.53M 1.02%
8,507
-485
29
$3.38M 0.97%
22,392
+6,398
30
$3.36M 0.97%
17,444
-1,596
31
$3.34M 0.96%
44,987
-113,468
32
$3.34M 0.96%
36,916
-69,309
33
$3.27M 0.94%
38,610
+230
34
$3.24M 0.93%
4,489
-8
35
$3.18M 0.92%
19,444
-1,547
36
$3.16M 0.91%
11,629
-133
37
$3.15M 0.91%
140,781
-8,464
38
$3.12M 0.9%
9,341
-578
39
$3.08M 0.89%
18,725
+351
40
$3.06M 0.88%
11,984
-901
41
$2.88M 0.83%
46,314
+10,397
42
$2.85M 0.82%
18,180
+5,166
43
$2.82M 0.81%
+6,408
44
$2.81M 0.81%
20,996
+226
45
$2.8M 0.81%
772
+39
46
$2.75M 0.79%
21,624
-725
47
$2.75M 0.79%
13,291
+10,706
48
$2.68M 0.77%
+14,286
49
$2.61M 0.75%
12,961
+1,853
50
$2.56M 0.74%
8,656
-374
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