MCM

Monument Capital Management Portfolio holdings

AUM $402M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 1.08%
8,107
+238
27
$4.14M 1.08%
15,081
-41
28
$4.01M 1.04%
70,252
-3,744
29
$3.97M 1.03%
142,682
-398
30
$3.93M 1.02%
13,541
-431
31
$3.83M 1%
86,998
+329
32
$3.82M 0.99%
15,588
+60
33
$3.81M 0.99%
86,522
+3,989
34
$3.79M 0.99%
14,217
+130
35
$3.76M 0.98%
128,016
+838
36
$3.76M 0.98%
+38,108
37
$3.71M 0.97%
77,139
+573
38
$3.68M 0.96%
86,901
+626
39
$3.67M 0.96%
60,846
+2,900
40
$3.65M 0.95%
20,294
+914
41
$3.65M 0.95%
19,321
+594
42
$3.64M 0.95%
125,624
+90,708
43
$3.63M 0.95%
+6,767
44
$3.52M 0.92%
8,037
+557
45
$3.45M 0.9%
8,387
+7,150
46
$3.45M 0.9%
+80,508
47
$3.33M 0.87%
19,793
+15,452
48
$3.22M 0.84%
20,224
-435
49
$3.21M 0.84%
+34,385
50
$3.18M 0.83%
20,123
-189
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2
3 4 5