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
$402M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.95M
3
+$4.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.94M
5
AMAT icon
Applied Materials
AMAT
+$2.93M

Top Sells

1
+$4.81M
2
+$4.66M
3
+$4.2M
4
BKNG icon
Booking.com
BKNG
+$3.94M
5
UBER icon
Uber
UBER
+$3.41M

Sector Composition

1 Technology 14.66%
2 Industrials 11.3%
3 Financials 11.15%
4 Consumer Discretionary 8.79%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NRG icon
51
NRG Energy
NRG
$29.7B
$3.1M 0.77%
19,488
-41
TT icon
52
Trane Technologies
TT
$94.5B
$3.09M 0.77%
7,933
-33
AVGO icon
53
Broadcom
AVGO
$1.57T
$2.95M 0.73%
8,517
-537
RDN icon
54
Radian Group
RDN
$4.46B
$2.94M 0.73%
81,751
-118
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$71.8B
$2.94M 0.73%
+20,474
AMAT icon
56
Applied Materials
AMAT
$271B
$2.93M 0.73%
+11,413
ALL icon
57
Allstate
ALL
$51.6B
$2.92M 0.73%
14,040
+3
HLI icon
58
Houlihan Lokey
HLI
$12.6B
$2.85M 0.71%
16,337
+4
LRCX icon
59
Lam Research
LRCX
$312B
$2.81M 0.7%
16,403
+14,625
INCY icon
60
Incyte
INCY
$19.9B
$2.8M 0.7%
+28,383
EXPE icon
61
Expedia Group
EXPE
$32.6B
$2.78M 0.69%
+9,817
CCEP icon
62
Coca-Cola Europacific Partners
CCEP
$40.9B
$2.77M 0.69%
30,523
+219
VTI icon
63
Vanguard Total Stock Market ETF
VTI
$583B
$2.66M 0.66%
7,924
+2
LLY icon
64
Eli Lilly
LLY
$917B
$2.61M 0.65%
2,428
+12
DDS icon
65
Dillards
DDS
$9.5B
$2.55M 0.63%
4,198
+3,741
AMZN icon
66
Amazon
AMZN
$2.58T
$2.49M 0.62%
10,796
+517
PG icon
67
Procter & Gamble
PG
$348B
$2.46M 0.61%
17,162
-1,847
EVR icon
68
Evercore
EVR
$14B
$2.42M 0.6%
7,114
+176
PWR icon
69
Quanta Services
PWR
$71.8B
$2.37M 0.59%
5,615
-18
CHRW icon
70
C.H. Robinson
CHRW
$21.8B
$2.29M 0.57%
+14,222
EZA icon
71
iShares MSCI South Africa ETF
EZA
$772M
$2.11M 0.53%
30,701
+1,210
V icon
72
Visa
V
$640B
$2.11M 0.53%
6,019
-244
RSP icon
73
Invesco S&P 500 Equal Weight ETF
RSP
$82.4B
$2M 0.5%
10,440
MRK icon
74
Merck
MRK
$269B
$1.97M 0.49%
18,690
+6,812
ECH icon
75
iShares MSCI Chile ETF
ECH
$1.3B
$1.91M 0.47%
+47,224
1 2
3
4 5