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
$325M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.14M
3
+$6.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.58M

Top Sells

1
+$19.9M
2
+$12.7M
3
+$9.05M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.52M
5
EVR icon
Evercore
EVR
+$4.64M

Sector Composition

1 Financials 11.71%
2 Technology 11.66%
3 Consumer Discretionary 11.51%
4 Industrials 10.33%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.16%
73,996
-249,900
27
$3.55M 1.09%
143,080
+1,591
28
$3.52M 1.08%
20,659
-376
29
$3.49M 1.07%
19,380
-204
30
$3.43M 1.05%
13,972
-196
31
$3.42M 1.05%
7,869
-178
32
$3.34M 1.03%
15,122
-17
33
$3.3M 1.01%
+86,669
34
$3.24M 1%
+76,566
35
$3.24M 1%
18,727
-20
36
$3.2M 0.98%
+86,275
37
$3.19M 0.98%
+127,178
38
$3.15M 0.97%
32,395
+323
39
$3.15M 0.97%
57,820
+2,165
40
$3.15M 0.97%
+74,816
41
$3.12M 0.96%
+55,171
42
$3.1M 0.95%
14,969
+685
43
$3.05M 0.94%
+82,533
44
$3.04M 0.94%
18,177
-3,026
45
$2.96M 0.91%
+43,770
46
$2.95M 0.91%
15,528
+126
47
$2.92M 0.9%
10,111
+282
48
$2.9M 0.89%
5,170
+165
49
$2.87M 0.88%
23,201
+972
50
$2.81M 0.86%
17,374
+513
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