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
$340M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.85M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.03M
5
AMAT icon
Applied Materials
AMAT
+$3M

Top Sells

1
+$5.4M
2
+$3.88M
3
+$3.58M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.34M

Sector Composition

1 Technology 15.19%
2 Consumer Discretionary 12.41%
3 Industrials 11.28%
4 Financials 8.23%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 1.06%
17,269
-175
27
$3.46M 1.02%
14,660
+12,719
28
$3.33M 0.98%
32,317
+234
29
$3.28M 0.97%
829
+57
30
$3.19M 0.94%
16,026
+12,765
31
$3.16M 0.93%
18,210
+603
32
$3.09M 0.91%
8,462
-45
33
$3.08M 0.91%
8,076
+255
34
$3.05M 0.9%
141,405
+624
35
$3.04M 0.89%
18,816
+636
36
$3.01M 0.89%
13,311
+350
37
$2.96M 0.87%
4,576
+87
38
$2.9M 0.85%
14,332
+1,868
39
$2.88M 0.85%
15,448
+344
40
$2.83M 0.83%
52,139
+1,546
41
$2.8M 0.82%
13,469
+178
42
$2.76M 0.81%
19,549
+105
43
$2.69M 0.79%
9,406
+65
44
$2.67M 0.79%
13,009
+221
45
$2.66M 0.78%
18,852
+127
46
$2.63M 0.77%
9,409
+255
47
$2.62M 0.77%
6,808
+400
48
$2.57M 0.76%
2,842
-74
49
$2.57M 0.76%
14,660
+374
50
$2.55M 0.75%
11,740
+111
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