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
$399M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.24M
3
+$5.07M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$4.68M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.53M

Top Sells

1
+$6.96M
2
+$6.36M
3
+$5.58M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.95M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.9M

Sector Composition

1 Industrials 15.06%
2 Technology 14.4%
3 Healthcare 8.89%
4 Financials 8.83%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PWR icon
51
Quanta Services
PWR
$111B
$3M 0.75%
5,468
-147
FCFS icon
52
FirstCash
FCFS
$9.64B
$2.9M 0.73%
+15,418
ALSN icon
53
Allison Transmission
ALSN
$10.9B
$2.86M 0.72%
+24,434
VLO icon
54
Valero Energy
VLO
$73.8B
$2.81M 0.7%
11,372
+9,465
CCEP icon
55
Coca-Cola Europacific Partners
CCEP
$41.7B
$2.77M 0.69%
30,521
-2
OSK icon
56
Oshkosh
OSK
$9.73B
$2.72M 0.68%
+18,467
INCY icon
57
Incyte
INCY
$19.3B
$2.69M 0.67%
28,605
+222
JHG icon
58
Janus Henderson
JHG
$7.95B
$2.68M 0.67%
+52,122
MRK icon
59
Merck
MRK
$277B
$2.64M 0.66%
21,955
+3,265
CRS icon
60
Carpenter Technology
CRS
$21.4B
$2.58M 0.65%
+6,557
VTI icon
61
Vanguard Total Stock Market ETF
VTI
$621B
$2.55M 0.64%
7,961
+37
AVGO icon
62
Broadcom
AVGO
$1.99T
$2.55M 0.64%
8,224
-293
FLS icon
63
Flowserve
FLS
$9.16B
$2.51M 0.63%
34,083
+9,171
PG icon
64
Procter & Gamble
PG
$343B
$2.46M 0.62%
16,999
-163
CHRW icon
65
C.H. Robinson
CHRW
$20.9B
$2.42M 0.61%
14,580
+358
FERG icon
66
Ferguson
FERG
$53B
$2.38M 0.6%
+10,219
XOM icon
67
Exxon Mobil
XOM
$635B
$2.38M 0.6%
14,037
+42
DDS icon
68
Dillards
DDS
$8.83B
$2.31M 0.58%
4,042
-156
LLY icon
69
Eli Lilly
LLY
$861B
$2.22M 0.56%
2,418
-10
AMZN icon
70
Amazon
AMZN
$2.88T
$2.2M 0.55%
10,581
-215
HCA icon
71
HCA Healthcare
HCA
$96.4B
$2.17M 0.54%
4,585
+4,092
FDX icon
72
FedEx
FDX
$93.9B
$2.15M 0.54%
+6,049
VYM icon
73
Vanguard High Dividend Yield ETF
VYM
$76.8B
$2.14M 0.54%
14,476
-5,998
EVR icon
74
Evercore
EVR
$12.5B
$2.14M 0.54%
7,171
+57
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
$2M 0.5%
10,435
-5
1 2
3
4 5