MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.26M
3
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 1.15%
37,288
-820
27
$4.5M 1.12%
7,955
-152
28
$4.38M 1.1%
5,669
-1
29
$4.31M 1.08%
35,930
+1,010
30
$4.3M 1.07%
13,287
-146
31
$4.2M 1.05%
19,133
-188
32
$4.02M 1.01%
141,796
-886
33
$4M 1%
66,820
-3,432
34
$3.99M 1%
12,644
-897
35
$3.98M 1%
80,419
-6,579
36
$3.76M 0.94%
41,310
-126
37
$3.74M 0.94%
132,429
+6,805
38
$3.72M 0.93%
71,558
-5,581
39
$3.68M 0.92%
118,592
-9,424
40
$3.52M 0.88%
18,881
-1,242
41
$3.52M 0.88%
+49,983
42
$3.51M 0.88%
84,996
-1,526
43
$3.48M 0.87%
+34,711
44
$3.46M 0.87%
17,673
-271
45
$3.46M 0.87%
14,014
-203
46
$3.41M 0.85%
34,837
+452
47
$3.36M 0.84%
7,966
-71
48
$3.35M 0.84%
16,333
-191
49
$3.35M 0.84%
+155,297
50
$3.31M 0.83%
29,226
+26,468
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